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Billing, ad-server fees and referral billing

Record advertiser and publisher payments, track balances, read your network's ad-server fees and AI assistant usage, and run referral-program billing.

How-to admin network manager Account → Billing

Money reaches three screens. Account → Billing is where you record real-world payments and watch what each advertiser and publisher owes. Admin → Billing & fees → Ad server fees shows what Epom charges your network: the plan in force, the monthly billing statistics and the AI assistant usage. Referral program billing, in the same group, pays commission to users who brought clients in.

None of these screens computes anything live. Every figure on them is read out of a pre-aggregated table or re-derived by a scheduled job — see Where the numbers come from before you reconcile anything against an analytics report.

Who this is for

Network administrators. Each screen is gated separately — Billing by the network user’s role, the admin pages by the admin role. See Manage users, roles and permissions. Two things to know before you hand out access:

Billing is not an admin page. It lives under /account/**, which an admin-role session cannot reach at all. An administrator who needs Billing must be on a network-side role (Network Manager and friends), not an admin role.
Ad server fees is read-only for you. The plan, its prices and quotas are agreed with Epom; to change plan, or to question a month’s figures, contact Epom support or your account manager.

Billing also obeys share-based visibility: a user whose campaign or inventory view permission is shared rather than all — an account manager, typically — sees payments and balances only for the advertisers and sites shared with them, and can record or remove payments only for those.

The network billing management permission (Billing Tab) covers only the network’s own books with its advertisers and publishers. The AI assistant is billed to the network on Epom’s invoice instead, so its usage report sits on the Ad Server Fees page and, like the right to set per-user assistant limits, takes the Ad-server fees admin permission.

Prerequisites

Aggregate data populated. Balances and the summary cards read the publisher and advertiser aggregate tables, which scheduled jobs refill from the ad logs — they are never computed on page load.
For referral billing: the referral program enabled and bracket percentages agreed. See Referral program.

Steps

Record payments and track balances

Go to Account → Billing.

Read Current month summary and Last month summary. Each shows up to five lines; you see the advertiser lines, the publisher lines, or both, depending on which half of Billing your role holds, and Network net revenue only with both:

Line	What it is
Network net revenue	Advertisers charged minus Publishers net revenue
Publishers paid-off	Sum of the publisher payouts you recorded this month
Advertisers credits	Sum of the advertiser payments you recorded this month
Advertisers charged	Advertiser spend for the month, from the aggregate table
Publishers net revenue	Publisher earnings for the month, from the aggregate table

Last six months trends plots Network net revenue per month and only appears when you hold both halves.

Record money that actually moved. In Advertisers funds, pick the advertiser, type an Amount, set the Date and an optional Comment, then click Add payment. Publishers payments works the same way for payouts. A green Done toast confirms the save, the grid reloads, and the entity’s balance is adjusted for that month and every month after it.
To correct a mistake, tick the payment rows and click Delete. You are asked to confirm; the balance is adjusted back by the same amount. There is no edit — remove and re-add.

Read the Network financial balance panel. It holds two grids side by side, both of them for the Year and Month you pick at the top of the panel:

Advertiser grid	Publisher grid
Advertiser, Start balance, Payments, Charges, End balance	Publisher, Balance, Paid, To be paid
End balance = Start balance − Charges + Payments	To be paid = Balance − Paid

Each grid has its own name search, a Category filter and an eye toggle that hides rows with no activity in the month.

Click Recalculate balances (top right of the panel) after you have backfilled or corrected analytics, and confirm. This rebuilds all balances for all months, not the year and month selected above, and it runs in the background — expect it to take a while. A plain error toast means it could not start; try again later, and ask Epom support or your account manager if it keeps failing. It works with either half’s permission.

Note: rebuilding the advertiser and publisher aggregates from the first day of logs is done by Epom support, not from a button you have. Ask them, then click Recalculate balances.

Read your ad-server fees

Go to Admin → Billing & fees → Ad server fees.
Read the plan card of the plan marked ACTIVE — the one your network is billed on: its monthly price, the impression and traffic quotas it includes, and the overage prices charged above them.
Read Billing statistics at the bottom of the page. One row per month, filtered by multi-select Year and Month: the impression counts, traffic in GB, the overage amounts, Charges, Custom charges and Total.
Read AI assistant usage below it: pick a month to see what each user’s AI assistant chats cost — one row per user and key (own, network or platform), with requests, input and output tokens, the amount spent and the user’s effective monthly limit. Only rows on the platform’s key carry a charge; the total above the grid is what the assistant adds to the network’s invoice for that month.

Note: the plan, its prices and quotas, and the AI assistant billing terms are set by Epom. To change plan, or to have a month’s record recalculated after a data correction, contact Epom support or your account manager.

Run referral billing

Commission rows are not created by hand. A scheduled job regenerates the current month’s rows every hour, and a second job regenerates the previous calendar month four times a day, at 01:23, 02:23, 03:23 and 04:23 server time — every day, not only at the start of the month. A row is only ever rewritten while it is still Unconfirmed, so the moment you mark one Confirmed, Paid or Declined the job leaves it alone. Commissions below one cent produce no row. Everything below is about steering and settling those rows.

Go to Admin → Billing & fees → Referral program billing.
Maintain two bracket tables side by side. The left one, Currently active brackets — in effect since <the 1st of this month>, saves with Apply now. The right one, Brackets — activates on <the 1st of next month>, saves with Schedule for next month. Each row is an Upper bound ($) and a Share (%); Add bracket inserts a row above the trailing and above row, which is always open-ended. Neither table is ever empty: a network that has never configured brackets shows one open-ended row carrying the network’s flat referral rate, and adding rows above it turns that flat rate into the top band.
Rates are marginal: each bracket’s share applies only to the slice of revenue inside that bracket, the way an income-tax band works — not to the whole amount.
Optionally tick Hide referral details in the Referral display preferences section and click its own Save. The checkbox does not save by itself.
Use Filter / add payment to narrow the ledger by referral user, referred user, year, month and status. Year starts at the current year. The same row adds a manual payment: pick both users, type an Amount and optional Comments, then click Add. Add stays disabled until a referral user, a referred user and an amount are all set. Reset returns the filters to that starting state.

Note: the Referral users list is not every user who has referred someone. A referrer only appears there when their own role has the Manage Referral Program permission enabled. With that permission off for every role, the list is empty and no manual payment can be added — even though the ledger below may be full of rows. The Referred users list then fills from whoever the chosen referrer actually referred.
Work the ledger grid. Columns are Referral, Referred users, Year, Month, Amount, Status, Analytics status and Comments. Tick rows and pick a New status + Apply to bulk-update, Export to CSV to download the filtered ledger, or Delete to remove rows. Double-click a row to edit its amount, status and comments in a dialog.
Read the footer: Total is every row except Declined, Confirmed is only the Confirmed rows, Paid only the Paid rows — all three over the current filter.

Where the numbers come from

Every money figure on these screens is a sum over the same daily table the General analytics report reads. Nothing here has hour resolution and nothing here is current as of now.

Figure	Source	Refreshed
Advertisers charged, and the advertiser grid’s Charges	The sum of Gross per advertiser per day, kept in a daily advertiser summary	Scheduled job every 4 hours, rewriting the last 14 days
Publishers net revenue, and the publisher grid’s balances	The sum of Net per site per day, each row floored at its minimal revenue, kept in a daily publisher summary	Scheduled job every 4 hours, rewriting the last 14 days
Network net revenue	Derived on read: Advertisers charged − Publishers net revenue	With the two above
Ad server fees impression counts	A General analytics report for the calendar month, grouped by placement type, run as the network user	Nightly
Ad server fees Traffic (gb)	CDN traffic for your network as measured by Epom	With the above
Referral commission base	The sum of the Publisher-family Revenue for the referred user’s sites, each row floored at its minimal revenue, read straight from the daily statistics	Live at generation time — no aggregate in between

Three things follow from that table and they cause most reconciliation tickets:

Fee impressions are bucketed by placement type, and the mapping is not obvious.

Bucket	Placement types counted into it
Desktop	Site Placement, Non-standard Placement, Email Placement, Click-through Placement, Native Placement
Video	Video Placement
Mobile	Everything else — Mobile Site Placement, Application Placement, and any placement type added in future

Money is stored at six decimals and rounded once, at the end. Every summary and balance figure is kept to six decimal places; the fee charge is computed at full precision and scaled to six decimals, half-up. The screens then format to exactly two decimals for display. Nothing is rounded before it is summed.

Analytics rounds in the opposite order, which is why a report and a balance can differ by cents. An analytics report rounds each result row to the report’s funds precision (2 decimals on screen; the network’s export precision, or 8 decimals, in an export) and then recomputes Profit from the already-rounded Gross and Net. Group a report by day and you accumulate one rounding per day; Billing subtracts at full precision and rounds once. When the two disagree by small amounts, this is almost always why.

Corner case: the referral ledger and the Billing page do not read the same figure. Publisher revenue on Billing comes from Net; the referral commission base comes from the Publisher-family Revenue. On a network that populates the split advertiser/publisher column family these two are genuinely different numbers, and referral commissions will not reconcile against Billing’s Publishers net revenue no matter how fresh the data is.

Corner case: the advertiser and publisher aggregate fills are switched separately. The publisher fill is a server-side setting that is off by default (ask Epom support or your account manager to turn it on), while the advertiser fill always runs. The symptom is distinctive: Advertisers charged climbs normally, Publishers net revenue stays at 0.00, and Network net revenue therefore equals Advertisers charged. If you see that shape, the data is not missing — the publisher job never ran.

Corner case: the scheduled fills only rewrite the last 14 days. A correction to a day older than that will never reach Billing on its own. Ask Epom support or your account manager to rebuild the aggregates from the first day of logs, then click Recalculate balances.

Accounting periods

An accounting period is one advertiser’s revenue for one day, carrying a confirmation status that says how settled that day’s money is. You move a day up the ladder as you reconcile it, and Finalized seals it.

The controls are not on this page. They are per-row buttons on an Analytics report grouped by Advertiser alone, or by Advertiser + Advertiser owner — see Run a report. Select advertiser rows there, and the buttons act on those advertisers across the report’s whole date range.

The states

Id	State	How a day gets there
0	Unidentified	No status recorded
1	Incomplete Data	The day is still accruing
2	Up-to-Date Data	Tracked data for the day is complete
3	Preliminary Confirmed	Preliminary confirm
4	Confirmed	Confirm
5	Finalized	Finalize accounting period

Only the last three transitions have buttons. Nothing on the report moves a day from Incomplete Data to Up-to-Date Data. Saving an advertiser re-evaluates that advertiser’s days against its own confirmation-delay setting, but only when the user saving it holds the Manage Completeness Delay for Advertisers permission. A row still at Incomplete Data shows every period button greyed out.

Each forward step needs its own permission, and each button additionally checks the share level of every selected advertiser against the network’s sharing-type requirement for that step. Those requirements are set in the Accounting period management card on Admin → Inventory & campaigns settings, as three separate lists: Sharing type requirement for preliminary confirming, …for confirming and …for finalizing.

Reopening a finalized period

Step the period back down with the paired Undo buttons on the same report: Undo finalize period takes Finalized → Confirmed, Undo confirm takes Confirmed → Preliminary Confirmed, Undo preliminary confirm takes it one step further back. An undo needs the permission of the status you are leaving, so reopening a finalized day needs the finalize permission, exactly as sealing it did. Once the day is below Finalized, run your correction and climb the states again.

Note: the undo buttons are the only reopen mechanism — there is no separate “reopen period” screen. Each click moves the stored status by exactly one level.

Options and fields

Monthly statistics row

Column	What it is
Global / Desktop / Mobile / Video	Impressions counted in each bucket for the month
Traffic (gb)	CDN traffic for the month
…overage columns	Money charged for usage above each quota
Charges	The plan’s fixed monthly charges
Custom charges	A manual adjustment stored on the month record
Total	Every overage + Charges + Custom charges

Concepts

Concept	Notes
Payment row	A bookkeeping fact about money that moved outside the platform. It adjusts balances; it moves no money
Balance recalculation	Full re-derivation of every balance from the aggregates, run in the background
Billing plan	Epom’s fee package for your network. Exactly one is active at a time
Referral bracket	A revenue range and a commission share. Marginal — each share applies only to its own slice
Accounting period	One advertiser × one day, with a confirmation status. Finalized locks it

Corner cases and gotchas

Corner case: the two halves of the Billing page are gated independently, but the balance grids are not. A user holding only Publishers Payments loses the Advertisers funds panel, the Advertisers credits and Advertisers charged summary lines and the trend chart — but still sees the full advertiser balance grid, because that one is gated by Billing Tab alone.

Corner case: a fee month stops being rebuilt four days in. The current month is re-derived every night, and the previous month only while today is within the first four days of the new month. From the fifth onwards last month’s row is frozen; raise a question about it with Epom support or your account manager.

Corner case: a period button acts only on rows that are all at the same status. Select a mix and the button greys out. If you force the request anyway it is refused rather than partially applied, and days inside the range that are not at the expected status are silently left alone — there is no per-row report of what did or did not move.

Corner case: an invalid bracket set is rejected as a whole — if any row fails, nothing is saved. The error toast restates the rules rather than naming the offending row: “Brackets are invalid. Upper bounds must increase. Share must be between 0 and 100. Last bracket may be unbounded.” With more than two or three bands, check them yourself against those three rules; the message will not point at the one that broke.

Corner case: a referral user with a per-user share configured does not use the bracket table at all — their commission is a flat percentage of the referred user’s revenue. The brackets on this page apply only to referral users without that override.

Corner case: an Unconfirmed commission amount is not stable. The hourly job recomputes it from the month’s revenue so far and overwrites the row, so a figure you noted this morning can be larger by the afternoon. Move a row to Confirmed before you treat its amount as settled — that is what stops the job rewriting it.

Corner case: editing brackets does not restate a month that has already been generated with the old ones. Apply now changes what the current month’s Unconfirmed rows are recomputed to on the next hourly run; rows already Confirmed or Paid, and closed earlier months, keep the numbers they were generated with.

Corner case: the Analytics status column in the referral ledger is not the payment status. It is the lowest accounting-period confirmation status across every advertiser whose traffic ran on that referred publisher’s sites that month — the weakest link. It stays at Incomplete Data until every contributing advertiser’s days have moved up, and reads Unidentified when no status has been recorded for them.

Over the API

An advertiser’s payments are listed, added and removed per advertiser, with the same permissions, share checks and balance bookkeeping as the Advertiser payments grid:

GET /rest-api/advertiser/{advertiserId}/payments.do — the payments newest first (year, month narrow them, start / limit page them), totalAmount over everything the filters match, and balance — the advertiser’s balance row (start balance, charges, payments, end-of-month balance) for balanceMonth (yyyy-MM, the current month when left out), or null while none has been calculated for that month.
POST /rest-api/advertiser/{advertiserId}/payments.do with amount (greater than 0), date (yyyy-MM-dd, today when left out) and an optional comment (up to 200 characters). The balance rows from that month on move by the amount, exactly as when you add a row on the page. A field the server refuses comes back under errors.<field>.
DELETE /rest-api/advertiser/{advertiserId}/payments/{paymentId}.do — removes it and takes it back out of the balances.

There is no currency or payment-type field — payments are in the network’s currency — and no edit: remove the payment and add it again, as on the page. The calls need the same permissions as the page’s advertiser half; an advertiser that is not shared with you, a payment of another advertiser or an unknown payment answers not found.

Publisher payouts work the same way, per site, with the Publisher payments grid’s rules: GET /rest-api/site/{siteId}/payouts.do (payouts newest first, totalAmount, and balance — balance, paid out and still to be paid for balanceMonth), POST on the same path to book one (amount, date, comment, as above) and DELETE /rest-api/site/{siteId}/payouts/{paymentId}.do to remove one. They need the same permissions as the page’s publisher half; a site that is not shared with you answers not found.

Per-role notes

Administrator — reaches the fee and referral pages its admin role grants, never Account → Billing; switch into a network user to see Billing.
Network manager — reaches Billing only with Billing Tab enabled; otherwise the page shows Permission denied.
Shared or half-only roles — see only the advertisers and sites shared with them, and only the half (advertiser funds or publisher payments) they hold; the server refuses the other half, over the API too.
Publisher, advertiser — no Billing section.

Exact grants: see Manage users, roles and permissions.