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Every customer earns their affiliate commission through a commission plan — the set of rules that decides how much a sale pays. A customer starts on the plan that applies to the affiliate who referred them, but you can put a single customer on a different plan when their terms should stand apart from everyone else’s. This is a per-customer override. It changes that one customer only, and leaves every other customer, and the affiliate’s own plan, exactly as they were.

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Change the plan for one customer

1

Open the customer's actions

In your Customers list, find the customer and open their actions menu on the right of their row. Choose Change Commission Plan.
2

Pick a plan

In the Commission Plan box, search for and select the plan you want this customer on. You can choose any plan you’ve set up, or pick your program’s default plan to put the customer back on the standard terms.
3

Save the change

Select Update Plan. The customer moves to the plan straight away.

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What the change affects

Changing a plan only looks forward:
  • Future sales from this customer are worked out using the new plan.
  • Sales already recorded keep the commission they were given — past transactions are never recalculated.
So if you want a plan change to cover a sale, change the plan before you add the sale.

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Change several customers at once

If a group of customers should all move to the same plan, select them with the checkboxes on their rows and use the bulk Change Commission Plan action. Every selected customer moves to the plan you choose, with the same forward-only rule — future sales use the new plan, past ones stay as they are.

Add a sale

Record a sale — change the plan first if it should apply.

Customers overview

A tour of the Customers screen and everything it shows.

Commission plans overview

Learn how commission plans decide what your affiliates earn.

Customer statuses

See how Active, Submitted, and Rejected affect commission.
Last modified on July 21, 2026