💵 Financial Management – Understanding Margins, Invoices, and Disbursements
Managing finances accurately is critical for agency success.This section explains how margins, invoices, and disbursements work on the AcudocX platform so you can track your agency’s earnings and cash flow properly.
💰 Understanding Margins and Provider Splits
When setting up pricing (under Pricing and Extended Pool Config or Relationship Offers):
You determine how the total job fee is split between:
The Provider (Translator): The individual completing the translation.
Your Agency: The margin or commission you retain.
✅ You control the provider split for:
Customer-completed Template Jobs
Customer-completed Corrections
Provider-completed Template Jobs
Full Translations
Postage Services
You can set:
A default split for all Extended Pool jobs.
A custom split for directly linked translators through offers.
🧾 Customer Invoices
Every time a customer submits a job and completes payment:
An invoice is automatically created in the system.
You can view all invoices under Customer Invoices in the navigation menu.
Details include:
Customer name
Invoice type (Job or Correction)
Total amount
Tax breakdown
✅ You can also issue refunds directly from this section if necessary.
📩 How Disbursements Work
Customer Payment Collection
When a job is submitted, the full payment (job fee + AcudocX service fee) is collected upfront.
This payment is held in escrow until the job is completed.
At Job Completion
Once the translator marks the job as complete, the escrowed payment is automatically disbursed.
Payment Distribution
Funds are split immediately across all parties:
AcudocX receives the service fee.
Translator receives their portion.
Agency receives their margin.
✅ Disbursement happens instantly through Stripe.
Bank Transfers
After disbursement to Stripe accounts, funds are typically transferred to bank accounts within 2 business days.
Timing may vary depending on your bank’s processing times.
🚨 What If You Haven’t Received Payment?
If your payment has not appeared:
Login to your connected Stripe account.
Check for any outstanding tasks or account verification requirements.
Common issues may include:
Missing identity verification documents.
Unverified bank account details.
Compliance holds.
✅ You must resolve any outstanding Stripe account tasks to receive disbursed payments.
If you still have concerns after checking Stripe, you can email admin@acudocx.com for further assistance.
📊 Financial Reporting and Reconciliation
Under the Reporting section, you can access:
Provider Reports (performance and revenue stats)
Accounting Reports (tax reporting, detailed income summaries)
✅ These reports can be exported and used for your agency's bookkeeping and tax obligations (if applicable).
🧠Quick Reminders
AcudocX's service fee is added to the total customer payment — it’s not deducted from your or the translator’s share.
Payment distribution happens instantly through Stripe at job completion.
Always monitor your Stripe account for alerts or required actions.
Bank deposits usually take up to 2 business days after Stripe disbursement.
📞 Need Help?
If you have questions about your disbursement timing, Stripe setup, or financial reports, please contact admin@acudocx.com.We’re happy to help you stay financially organised!
Zendesk AI Keywords: disbursement delay AcudocX, payment not received, Stripe account issue, escrow release payment, financial reporting agency, AcudocX margin payment
💰 Understanding Margins and Provider Splits
When setting up pricing (under Pricing and Extended Pool Config or Relationship Offers):
You determine how the total job fee is split between:
The Provider (Translator): The individual completing the translation.
Your Agency: The margin or commission you retain.
✅ You control the provider split for:
Customer-completed Template Jobs
Customer-completed Corrections
Provider-completed Template Jobs
Full Translations
Postage Services
You can set:
A default split for all Extended Pool jobs.
A custom split for directly linked translators through offers.
🧾 Customer Invoices
Every time a customer submits a job and completes payment:
An invoice is automatically created in the system.
You can view all invoices under Customer Invoices in the navigation menu.
Details include:
Customer name
Invoice type (Job or Correction)
Total amount
Tax breakdown
✅ You can also issue refunds directly from this section if necessary.
📩 How Disbursements Work
Customer Payment Collection
When a job is submitted, the full payment (job fee + AcudocX service fee) is collected upfront.
This payment is held in escrow until the job is completed.
At Job Completion
Once the translator marks the job as complete, the escrowed payment is automatically disbursed.
Payment Distribution
Funds are split immediately across all parties:
AcudocX receives the service fee.
Translator receives their portion.
Agency receives their margin.
✅ Disbursement happens instantly through Stripe.
Bank Transfers
After disbursement to Stripe accounts, funds are typically transferred to bank accounts within 2 business days.
Timing may vary depending on your bank’s processing times.
🚨 What If You Haven’t Received Payment?
If your payment has not appeared:
Login to your connected Stripe account.
Check for any outstanding tasks or account verification requirements.
Common issues may include:
Missing identity verification documents.
Unverified bank account details.
Compliance holds.
✅ You must resolve any outstanding Stripe account tasks to receive disbursed payments.
If you still have concerns after checking Stripe, you can email admin@acudocx.com for further assistance.
📊 Financial Reporting and Reconciliation
Under the Reporting section, you can access:
Provider Reports (performance and revenue stats)
Accounting Reports (tax reporting, detailed income summaries)
✅ These reports can be exported and used for your agency's bookkeeping and tax obligations (if applicable).
🧠Quick Reminders
AcudocX's service fee is added to the total customer payment — it’s not deducted from your or the translator’s share.
Payment distribution happens instantly through Stripe at job completion.
Always monitor your Stripe account for alerts or required actions.
Bank deposits usually take up to 2 business days after Stripe disbursement.
📞 Need Help?
If you have questions about your disbursement timing, Stripe setup, or financial reports, please contact admin@acudocx.com.We’re happy to help you stay financially organised!
Zendesk AI Keywords: disbursement delay AcudocX, payment not received, Stripe account issue, escrow release payment, financial reporting agency, AcudocX margin payment