Payout summaries

The Payout summary shows you details about the money you've earned with Microsoft. It also lets you know when you'll receive payments and how much you'll be paid.

If you sell products in the Azure Marketplace, you'll also see info on successful payouts in the Payout summary. For details, see Microsoft Azure Marketplace Participation Policies and the Microsoft Azure Marketplace Publisher Agreement.

Note

To be eligible for payout, your proceeds must reach the payment threshold of $50. For details about the payment threshold see this page and review the app developer agreement.

Note

If you're looking for support regarding payouts, including configuring payout accounts, missing payouts, putting payouts on hold, or anything else, contact support here.

Access the payout summary pages

To open one of the payout summary pages:

  1. Select the Payout icon in the upper-right corner.
  2. Select Transaction history, Payments, or Export data.

Transaction history page

This page displays all of your individual earnings, including the date, type, and earning for each. You can select a time period to view, and you can also filter by Enrollment ID, Program, Payment ID, Earning type, Lever, and Status. Data is available for the current fiscal year (July 1 – June 30) and the previous two fiscal years.

To see more details about an earning, select the down arrow at the right-hand side of the page. This will display the lever, revenue amount, and product. If any of this data is unavailable but you need access to it, contact support. If the earning is the result of an adjustment and not a transaction, the product fields will not be displayed.

To export any of the transaction data on this page, use the Export data page.

Payments page

The totals on this page represent all of the programs you participate in. You can filter by Participant ID, Program, Payment ID, and Earning type. Amounts are given in US dollars. The paid value is also displayed in pay to currency.

Area Description
Total paid this year The combined total paid out to you this year, in US dollars, for all of your programs
Next estimated payment The single next payment coming to you (even if there are others coming soon), in US dollars
Last payment The amount (in US dollars), program name, and program of your most recent payment
Payments by source Amount of payments (in US dollars) represented by program over the last 12 months
Payments Select Paid or Pending and then sort as desired. For additional details of a specific payment select View. To download a copy of the payment remittance statement, select Download. Because transaction history data can take up to 24 hours to appear, you may not see associated earnings right away.

To export any of the data on this page, select Export and follow directions on the Export data page.

Transaction history page

This page displays all of your individual earnings, including the date, type, and earning for each. You can select a time period to view and you can filter by Enrollment ID, Program, Payment ID, Earning type, Lever, and Status. Data is available for the current fiscal year (July 1 – June 30) and the previous two fiscal years.

To see more details about an earning, select the down arrow at the right side of the page. This will display the lever, revenue amount, and product. If any of this data is unavailable but you need access to it, contact support]. If the earning is the result of an adjustment and not a transaction, the product fields will not be displayed.

To export any of the transaction data on this page, select Export and follow directions on the Export data page. Files exported from the Transaction History page show data in transaction currency, earnings in both transaction currency and US dollars, and the paid value in pay to currency.

Payment status

Earning status Reason Partner action required?
Unprocessed The earning is eligible for payment. It stays in this state for a cooling period as defined in the program guide for the Incentive program. No
Upcoming Payment order generated pending internal reviews before payment is processed No
Pending tax invoice Your tax invoice is incomplete or invalid You need to update your tax invoice before you can be paid
Rejected during review The payment was rejected during review Contact Microsoft support for details
Failed The payment failed due to a Microsoft system error Contact Microsoft support for details
In progress The payment is in progress No
Incorrect payment The payment recouping is in progress No
Sent The payment has been sent to your bank No
Reprocessing The payment encountered a Microsoft system error and is being reprocessed No
Reversed The payment was reversed by your bank and will be sent again in the next payment cycle No
Tax invoice rejected Your tax invoice was rejected during review. All pending payments will be on hold until the tax invoice review is complete. Contact Microsoft support for details
Tax invoice under review Your tax invoice is being reviewed. Your payment will be released once the tax invoice has been approved. No
Rejected The payment was rejected by your bank Contact your bank for details.

Export data page

Follow these instructions to export data.

The Export data page does not refresh on its own. You may need to refresh the page manually to see the most recent data.

Your filter may result in a No data available error. This probably means you've left the default time period selected at three months and then selected a Payment ID from an earning that's outside of that period. Expand your time period and try again.

Payments

Export payments

This option provides a download of the payments you received in your bank for a given program, the associated tax, and aggregated earning amount. This report is used for many Partner Center programs, so some columns may be inapplicable to your report. Those columns are marked below.

Column name Description
participantID The primary identity of the partner earning under the program
participantIDType Usually program ID for Incentive programs and Seller ID for Store programs
participantName Name of the earning partner
programName Incentive/store program name
earned Amount earned in the Pay To currency for that program/participantID
earnedUSD Amount earned for the program/participant ID, in USD
withheldTax Amount of tax withheld in the Pay To currency for the program/participantID
salesTax Total amount of sales tax in the Pay To currency for the program/participantID (applicable for incentive programs only)
serviceFeeTax Total amount of serviceFeeTax in Pay To currency for the program/participantID (applicable for store programs and Azure Marketplace only)
totalPayment Total payment in local currency excluding the withholding tax and including the sales tax (if applicable) for the program/participantID
currencyCode Pay To currency code
paymentMethod The method used to pay the partner, for example, electronic bank transfer, credit note
paymentID Unique identifier for the payment. This number is usually visible in your bank statement (applicable for SAP payments only).
paymentStatus Payment status
paymentStatusDescription Friendly description of payment status
paymentDate Date payment was sent from Microsoft

Transaction history

Export transaction History

This option provides a download of each earning line item you see in the Transaction history page, earning type, date, associated transaction amount, customer, product, and other transactional details applicable to your programs.

Column name Description Applicability for Incentives/Store/Azure Marketplace
earningId Unique identifier for each earning All
participantId The primary identity of the partner earning under the program All
participantIdType Mostly program ID for Incentive programs and Seller IF for Store programs and Azure Marketplace All
participantName Name of the earning partner All
partnerCountryCode Location/country/region of the earning partner All
programName Incentive/store program name All
transactionId Unique identifier for the transaction All
transactionCurrency Currency in which the original customer transaction occurred (this is not partner location currency) All
transactionDate Date of the transaction. Useful for programs where many transactions contribute to one earning All
transactionExchangeRate Exchange rate date used to show the corresponding transaction USD amount All
transactionAmount Transaction amount in the original transaction currency based on which earning is generated All
transactionAmountUSD Transaction amount in USD All
lever Indicates business rule for the earning All
earningRate Incentive rate applied on transaction amount to generate an earning All
quantity Varies based on program. Indicates billed quantity for transactional programs All
quantityType Indicates type of quantity, for example, Billed quantity, MAU All
earningType Indicates if it is fee, rebate, co-op, sell, and so on All
earningAmount Earning Amount in the original transaction currency All
earningAmountUSD Earning Amount in USD All
earningDate Date of the earning All
calculationDate Date the earning was calculated in the system All
earningExchangeRate Exchange rate used to show the corresponding USD amount All
exchangeRateDate Exchange rate date used to calculate EarningAmount USD All
paymentAmountWOTax Earning amount (without tax) in Pay To currency for "Sent" payments only All
paymentCurrency Pay to currency chosen by partner in the Payment profile. Shown only for sent payments All
paymentExchangeRate Exchange rate used to calculate paymentAmountWOTax in payment currency using ExchangeRateDate All
claimId Unique identifier for claim Incentives - some programs only
planId Unique identifier for plan Incentives - some programs only
paymentId Unique identifier for the payment. This number is usually visible in your bank statement SAP payments only
paymentStatus Payment status All
paymentStatusDescription Friendly description of payment status All
customerId Will always be blank Incentive programs only (exception: OEM) and Azure Marketplace
customerName Will always be blank Incentive programs only (exception: OEM) and Azure Marketplace
partNumber Will always be blank Some Incentive and Store programs and Azure Marketplace
productName Product name linked to transaction All
productId Unique product identifier Store and Azure Marketplace
parentProductId Unique parent product identifier. If there isn't a parent product for the transaction, then Parent Product ID = Product ID. Store and Azure Marketplace
parentProductName Name of the parent product. If there isn't a parent product for the transaction, then Parent Product Name = Product Name. Store and Azure Marketplace
productType Type of product, such as App, Add-on, or Game Store and Azure Marketplace
invoiceNumber Invoice number (applicable for EA only) Incentive and Azure Marketplace - some programs only
subscriptionId Subscription identifier associated with customer Incentive - some programs only
subscriptionStartDate Subscription start date Incentive - some programs only
subscriptionEndDate Subscription end date Incentive - some programs only
resellerId Reseller identifier Incentive - some programs only
resellerName Reseller name Incentive - some programs only
distributorId Distributor identifier Incentive - some programs only
distributorName Distributor name Incentive - some programs only
agreementNumber Agreement number Incentive - some programs only
agreementStartDate Agreement start date Incentive - some programs only
agreementEndDate Agreement end date Incentive - some programs only
workload Workload Incentive - some programs only
transactionType Type of transaction, such as purchase, refund, reversal, or chargeback Store and Azure Marketplace
localProviderSeller Local provider/seller of record Store only
taxRemitted Amount of tax remitted (sales, use, or VAT/GST taxes) Store and Azure Marketplace
taxRemitModel Party responsible for remitting taxes (sales, use, or VAT/GST taxes) Store only
storeFee The amount retained by Microsoft as a fee for making the app or add-on available in the Store Store only
transactionPaymentMethod Customer payment instrument used for the transaction, such as Card, Mobile Carrier Billing, or PayPal Store and Azure Marketplace
tpan Indicates the third-party ad network Store - Ads only
customerCountry Customer country/region Store and Azure Marketplace
customerCity Customer city Store and Azure Marketplace
customerState Customer state Store and Azure Marketplace
customerZip Customer zip/postal code Store and Azure Marketplace
purchaseTypeCode Will always be blank Incentive program - CRI
purchaseOrderType Will always be blank Incentive program - CRI
purchaseOrderCoverageStartDate Will always be blank Incentive program - CRI
purchaseOrderCoverageEndDate Will always be blank Incentive program - CRI
programOfferingLevel Incentive program - CRI
TenantID Incentive programs
externalReferenceId Unique identifier for the program Direct Pay programs (Incentive and Store)
externalReferenceIdLabel Unique identifier label Direct Pay programs (Incentive and Store)

Historical statements

Export historical statements

Transaction history from before July 1 2019 is handled separately. Statements will use the following fields instead of the current ones.

Note

Legacy transaction history has a column called "Reserved" which corresponds to the "Earnings" column in the modern history, except that it excludes all earnings with status = "Payment Sent".

Note

Filters such as 3M, 6M, or 12M will not apply to the Historical statements section.

Field name Description
Revenue Source The source of your revenue based on where the transaction occurred, such as Microsoft Store, Windows Phone Store, Windows Store 8, or advertising
Order ID Unique order identifier. This ID allows you to identify purchase transactions with their respective non-purchase transactions, such as refunds or chargebacks. Both will have the same Order ID. Also, in the case of a split charge where multiple payment methods were used for a single purchase, it allows you to link the purchase transactions.
Transaction ID Unique transaction identifier.
Transaction Date Time The date and time the transaction occurred (UTC).
Parent Product ID Unique parent product identifier. If there isn't a parent product for the transaction, then Parent Product ID = Product ID.
Product ID Unique product identifier.
Parent Product Name Name of the parent product. If there isn't a parent product for the transaction, then Parent Product Name = Product Name.
Product Name Name of the product
Product Type Type of product, such as App, Add-on, or Game
Quantity When the Revenue Source is Microsoft Store for Business, the Quantity represents the number of licenses purchased. For all other Revenue Sources, the Quantity will always be 1. Even when a single transaction is split into two line items because two different payment methods were used, each line item will show a Quantity of 1.
Transaction Type Type of transaction, such as purchase, refund, reversal, or chargeback
Payment Method Customer payment instrument used for the transaction, such as Card, Mobile Carrier Billing, or PayPal
Country / Region Country/region where the transaction occurred
Local Provider / Seller Local provider/seller of record
Transaction Currency Currency of the transaction
Transaction Amount Amount of the transaction
Tax Remitted Amount of tax remitted (sales, use, or VAT/GST taxes)
Net Receipts Transaction amount less tax remitted
Store Fee The percentage of Net Receipts retained by Microsoft as a fee for making the app or add-on available in the Store
App Proceeds Net receipts minus the Store Fee
Taxes Withheld Amount of income tax withheld (ot included in Reserved CSV file)
Payment App Proceeds less any applicable income tax withholding (amount shown in Transaction Currency). Not included in Reserved CSV file.
FX Rate Foreign exchange rate used to convert Transaction Currency to Payment Currency
Payment Currency Currency in which your payment is made
Converted Payment Payment amount converted to Payment Currency using the FX Rate
Tax Remit Model Party responsible for remitting taxes (sales, use, or VAT/GST taxes)
Eligibility Date Time The date and time when transaction proceeds become eligible for payout (UTC). When a payout is created, it includes transaction proceeds with an Eligibility Date Time prior to the payout creation date (only included in Reserved CSV file).
Charges Shows a breakdown of all the charge details aggregated in the Transaction Amount column (only included for Azure Marketplace; not included in Reserved CSV file).

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