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How to Update Your Partner Payout Method

Switch or add payout options effortlessly

Brandon Austin avatar
Written by Brandon Austin
Updated over a week ago

How to Update Your Payout Method

Quick Answer

Log into partners.heritageweb.com β†’ Payouts β†’ Click "Edit" β†’ Enter PayPal email and optional details β†’ Click "Save". These changes will be applied to your subsequent payout request.

Overview

Update your payout information at any time through the Partner Portal to ensure that commissions are sent to you correctly. PayPal is the only supported payment method. Changes take effect immediately for your subsequent payout request.

Step-by-Step Instructions

Step 1: Access the Partner Portal

Navigate to partners.heritageweb.com in your browser. Log in with your Partner Portal credentials (not your Heritage Web Dashboard password). You'll land on your Partner Dashboard, which will display your referral statistics.

Step 2: Navigate to Payouts

Click "Payouts" in the top navigation menu. The Payouts page displays your current balance, the amount paid, and any rejected rewards. Look for the "Payout details" section in the middle of the page.

Step 3: Open Edit Mode

Click the "Edit" button on the right side of the Payout details section. The form will expand to show editable fields. PayPal will be pre-selected as the payment method.

Step 4: Enter Payment Information

Enter your PayPal email address in the "PayPal email" field (required). This must be a valid PayPal account that can receive payments. Optionally, complete these additional fields:

  • Full name: Your legal name for payment records

  • Address: Your business or personal address

  • Tax ID: Your tax identification number if applicable

Step 5: Save Changes

Click the blue "Save" button to confirm your updates. Click "Cancel" to discard changes. You'll see a confirmation message that your payout details have been updated.

Step 6: Verify Your Information

After saving, the form returns to view mode. Confirm your PayPal email appears correctly. Check that any additional information you entered is accurate. Your subsequent payout request will be made using this PayPal account.

Important Notes

  • Payment timing: Updates apply immediately to your subsequent payout request

  • One request per month: You can request one payout per calendar month when the threshold is met

  • 365-day expiration: Set up payment details immediately to avoid commission expiration after 365 days

  • PayPal only: Other payment methods, like bank transfer or check, are not available

  • Validation: Ensure your PayPal email is active and can receive business payments

  • No fees: Heritage Web covers all PayPal transaction fees

FAQs

When do changes take effect? Changes apply immediately. Your subsequent payout request will use the updated PayPal information.

Can I use a personal PayPal account? Yes, both individual and business PayPal accounts work. Ensure the email matches your PayPal account exactly.

What if I enter the wrong PayPal email? Failed payments require you to update your email and request the payout again. You'll receive an email notification if payment fails.

Why do I need to add my address and tax ID? These fields are optional but help with tax reporting and payment verification. Partners are responsible for their tax obligations.

How often can I request payouts? You can request one payout per calendar month once you meet the $50 threshold and have 2 lifetime referrals.

Next Steps

  • Verify your PayPal account is active and can receive payments

  • Add your full name and address for better payment tracking

  • Enable email notifications in My Profile for payment confirmations

  • Request a payout when you reach the $50 threshold

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