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Money flows through a Paylead Program on two distinct tracks. Ventilations carry Cashback amounts owed to your Consumers: Paylead computes who is owed what, you execute the bank transfer. Invoices carry the billing between Paylead and you, the Program Manager: commission on Rewards, Gifts reimbursement, VAT. Shift exposes both. This page covers where to find them and what each column means.
For the operating model behind Ventilation (Consumer-centric vs. Standard, invoicing cycle), see the Ventilation concept.

Ventilations

In My Account > Ventilations, each row is a Ventilation file covering one invoicing cycle. The file lists the Cashback amount to transfer to each Consumer’s bank account. Use the search field to find a specific Ventilation, or the Date from / Date to filters to narrow the list.

Columns

ColumnDescription
DateDate Paylead paid the Program Manager. Blank means the payout has not been issued yet.
Cycle (YYYY-MM)The invoicing cycle during which the Rewards were validated.
Invoice ReferenceThe invoice reference number tied to this Ventilation.
Payout ReferenceThe reference of the wire transfer issued by Paylead.
Total Amount to AllocateThe total Cashback amount to be distributed across the Consumers in the file.
StatusThe status of the Paylead-to-Program-Manager payment.
Rewards on a Ventilation line have transitioned through the technical statuses Pending ValidationValidatedPaid InPaid Out. Only Rewards in Paid Out are settled for distribution to Consumers under the Standard approach. See the Status reference for the full lifecycle.

Downloading the file

Click the download icon on a row to retrieve the Ventilation as a CSV. Each line in the CSV corresponds to one Cashback owed to one Consumer.
FieldDescription
Consumer IDThe pseudonymized Paylead identifier for the Consumer. Use it to look the Consumer up in Shift.
External Account IDThe Consumer account ID you provided. When a Consumer has several accounts, use this to route the payment to the correct one.
AmountThe Cashback amount to pay to the Consumer.
Bankwire RefYour reference for the transfer in the Paylead invoicing file.
Execution DateThe date of the underlying transaction.
If your back-office automates payouts, prefer the M2M API over the manual download. See the Ventilation concept for the endpoint.

Affiliation Ventilation

Affiliation Rewards are paid out on a separate track: they are funded by the affiliation network (AWIN), not by the ALO commission flow. The Affiliation Ventilation section reflects that distinction.
ColumnDescription
Invoicing CycleThe period covered by the payment.
AmountThe amount paid to the Program Manager for that cycle.
Click the download icon to get the per-Consumer breakdown:
FieldDescription
consumer_idThe Paylead identifier of the Consumer who earned the Affiliation Cashback.
external_account_idThe Consumer account ID you provided at onboarding.
amountThe Affiliation Cashback amount generated by the Consumer.
bankwire_refThe reference of the wire transfer from AWIN to the Program Manager.
execution_dateThe date AWIN paid the Program Manager.
Affiliation Ventilation and ALO Ventilation are reconciled separately. Two Consumers, one earning a Cashback from a card transaction and the other from a click-tracked online purchase, appear in different files even though they sit in the same Program.

Invoices

In My Account > Invoices, you can view and download every invoice Paylead issues to your Program. Two invoice types coexist: Gifts (reimbursement for Gift Rewards you distributed) and Revenue (commission Paylead owes you on ALO Cashbacks). Use the All filter to display both.
ColumnDescription
DateThe invoice creation date.
InvoiceThe invoice reference number.
TypeGifts or Revenue.
Gifts VATThe amount of Gifts transferred, VAT included.
Fees VATThe Program Manager commission, VAT included.
Amount VATThe VAT portion of the invoice.
Use Date from / Date to to scope the list. Without filters, every invoice since the Program launched is displayed. Click the download icon on a row to retrieve the invoice as a PDF. Click the view icon to open it in a new tab without downloading.

What’s next

Ventilation concept

Consumer-centric vs. Standard payout, invoicing cycle.

Status reference

What Pending Validation, Validated, Paid In, Paid Out mean for a Reward.

Webhooks

Subscribe to Ventilation File Available to automate file retrieval.

Reward lifecycle

Drive the Consumer-facing Rewards screen from the Connector API.