Incentive Balance

Balance

The fastest way to check pre-paid invoice balance is to head to Incentives where you can see the total pre-paid funds as well as the balance on any invoice you have permissions to access:

Track Activity & Generate Reports

You can view spending by team member, type, date range, and setup automatic reports and export all data to Excel. Go to incentives activity and click Email Reports:Set report options. Now that you're in the Email Reports dialogue, you can decide how often to get reports on incentive spending, or add other recipients:Alternative reporting under billing >> team member