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Business Feature / Process

Description

Example / use case

Empasis in training material

Additional notes

Settlement

The process where awards and

spend

spending are settled between organizations.

Award settlement involves debiting the organization that provided

the award; either when awarded or when redeemed.Spend settlement involves crediting the organization that the wallet

that’s open balance was used.

Business Settlement

The settlement process run by the business to settle merchants for awards and spends

B2B Settlement

The settlement process run by

CRM.COM runs the settlement process to settle businesses for CRM.COM Wallet spends, marketplace purchases and affiliate commerce between a business, its merchants and B2B merchants.

Ensure that all parties receive accurate payments for

the spends

their transactions, maintain financial transparency and help manage cash flow effectively.

Analytics

  • Reports

    • Settlement Analysis - A detailed analysis of settlement events. Use this report to examine the amount of money credited and debited to the Merchant/Service Provider account during the settlement process.

    • Settlement Analysis per Product - An analysis of settlement events that awarded contacts for their purchases, with detailed information on how each product was awarded.