Record authorized cash upgrades and handovers

Who can use this workflow

This workflow is available only to active partners with cash collection enabled, for businesses attributed to them. It is an arranged payment workflow, separate from public plan enquiries and from commission payout requests. If the controls are absent, contact Warly.

Record a received payment

1. Open Referrals and select Upgrade / Renew for the referred business, or select the business in Cash Collections.
2. Review the current plan, paid-through date, warranty usage, available plan/period options, and amount to collect.
3. Enter Payment reference and Reason / payment notes. Review the rule and commission preview.
4. Only after receiving the displayed payment, select Confirm Cash Upgrade. Activation is immediate.
5. Check the confirmation’s active plan, amount, and paid-through date before closing.

Renewal and upgrade rules

The displayed rule uses full catalog price with no proration or credit. Remaining paid time is preserved: new time is added after the current paid-through date. For expired coverage, the new period begins from the current activation. Upgrades apply the higher allowance immediately; the monthly warranty reset date and already consumed usage are preserved.

Use only the options offered. This workflow does not support downgrades or custom plans. A stale quote or changed permission can require Refresh plan details. After an uncertain result, check the record and use Retry confirmation for the same attempt rather than creating another payment.

Track cash sent to Warly

1. Open Cash Collections and locate the confirmed payment.
2. When you actually send or hand over the cash, choose Mark as sent/handed over and enter the requested reference or notes.
3. The settlement becomes Settlement pending. It becomes Received by Warly after receipt is confirmed.
4. Cash currently held includes sent cash until Warly confirms receipt. Keep your own handover reference for follow-up.

Keep balances distinct

Merchant payment status and cash settlement describe different events. Older records may show Pending Admin Confirmation or Rejected; use the displayed reason or contact Warly. A commission payout is money paid to you, while cash settlement tracks subscription money you collected for Warly. One does not automatically settle the other.