Save payment details
Affiliates can save their payment instructions in the portal. The program owner can read them from the payout screen. These details are encrypted and kept out of normal record exports and API responses.
Choose methods for your program
- As the owner, open Program settings.
- Find Payment methods.
- Check the methods you want to offer.
- Choose Save payment methods.
Affiliates can save details only for the methods you offer. Leave every box unchecked to offer none. Affiliates can still choose None to clear their details.
Removing a method keeps earlier instructions on file. The owner can still read them for manual payments. Affiliates must choose an available method when they next save changes. If the owner removes your chosen method while you are editing, the save is rejected. Reload to see the new choices.
Add your details
- Sign in to the affiliate portal.
- Open payment details.
- Choose Edit payment details.
- Choose a method and fill in the form.
- Choose Save payment details.
The saved view hides most of your email or account number. Open the editor to change your details. If another save happened first, reload the page before trying again.
Choose a method
| Method | What to enter |
|---|---|
| PayPal | The email on your PayPal account. |
| Wise | Your Wise bank details for the currency you want to receive. An email or Wise tag will not work. |
| Local bank | The account holder, address, bank, country, currency, and account details. |
| Wire transfer | Bank details and a SWIFT/BIC code. |
| Crypto | The exact network name and wallet address. |
| None | Use this when you do not have a payment method ready. |
For bank methods, enter either an IBAN or an account number. Use two-letter country codes, such as US or GB, and a currency code, such as USD or GBP. With an account number, also enter a routing number, sort code, or SWIFT/BIC code. US local bank and Wise accounts need a nine-digit US routing number.
The form checks IBAN check digits, US routing check digits and basic field formats. It does not confirm who owns an account or wallet. Copy the details from your bank or payment app.
Read an affiliate’s details
- As the program owner, open Payouts.
- Find the affiliate under Ready to prepare or in a saved payout.
- Choose Payment details.
- Read the current instructions, then close the window.
Only the owner can open this view. Each read is logged. Managers cannot read the bank details.
Send the payout through your payment provider, then record it in Referral Bear.
None and account changes
Saving None stops new payout preparation for that affiliate. It does not cancel a payout already prepared. If an affiliate account is reassigned, the new account must save new details before a new payout can be prepared. The old bank details are not shown to the new account.
Older affiliate records with no saved payment details still use the existing manual payout workflow. Provider recipient checks and files grouped by payment method are still being built.