Amending transactions

This article explains how to amend transactions in your Awin program when post-sale adjustments are needed. You’ll learn when amendments are required, how to prepare and upload an amendments file, and how to review potential file errors. This process applies to all plans.

Note

Amended transactions must remain in pending status for amendment to work. Approved or declined transactions can’t be changed.

When you should amend a transaction

You may need to adjust a transaction when:

• The recorded sale amount is incorrect. For example, a product was mispriced.

• The order was partially returned.

  • If the entire order is refunded, you should decline the transaction instead of amending.

How to prepare an amendments file

You can amend transactions by uploading an amend file through Commission > Validate > Batch Process Commission.

To ensure a successful upload:  

• Use the Awin template. Amendments process correctly only when the file follows the exact structure.

• Match your program’s locale.

  • US/UK: Use column-based separation.  

  • EU Locales: The template may use semicolons, commas, or columns depending on system settings.

• Do not use formulas. All fields must be hard-coded values.

• Remove column headings. If headings remain, deselect Contains column heading during upload.  

• Keep column names consistent. Names must follow the template exactly.

Downloading the correct CSV template

1. Go to Commission > Batch Process Commission > Manual upload.

2. The File Locale and Time zone will be set automatically.

3. Select Amended to download the sample CSV file.

Important

If you manage multiple programs, download a unique template per program to ensure the correct locale and formatting.

Amending both sale value and partner commission

If you need to change both the sale amount and the commission, your file must include these columns:

• Order Reference: Transaction Order # or “Extra”

• Transaction Date: Use the date format displayed for your program locale

• Status Type: AMENDED

• Status Note: Reason for the amendment (e.g. Part Return)

• Sale Amount: Updated final sale amount

• Sale Breakdown: Commission group + new sale amount (e.g., DEFAULT:15.00)

• Currency: Program currency (e.g., GBP, USD)

Important

The system automatically recalculates commission using the commission rate active at the time of the original transaction.

Amending partner commission only

When only the partner commission needs adjustment, include these columns:

• Order Reference: Transaction Order # or “Extra”

• Transaction Date

• Status Type: AMENDED

• Status Note: Reason for the amendment (e.g., Correcting Commission)

• Sale Amount: Original sale total

• Sale Breakdown: Commission Group(s) + sale amount

• Currency

• Commission Amount (hidden column): New commission amount

• Commission Breakdown (hidden column): Commission group(s) + commission amount (e.g., DEFAULT:1.00)

Important

The two hidden commission columns must be unhidden and completed. Without them, the commission won’t update correctly.

Approving amended transactions

Amended sales will automatically approve after processing unless you select Leave amended sales as pending before uploading the file.

How to check for file errors

You can review file status in the Batch Process History section of the Manual Uploads page.

To view and correct errors:

1. Select the Report icon next to your uploaded file.

2. Download the results file.

3. Filter for Failed rows.

4. Review the error message for each failure.

5. Fix the issues and re-upload the file.

If errors continue and you can’t resolve them, contact support. You can get in touch with our support team by filling out the contact form.