
Affiliate platforms: questions to ask before you migrate (SaaS)
A practical checklist for migrating affiliate platforms in SaaS: what to export, how to compare ledgers, how to handle refunds and clawbacks, and the safest cutover plan.
Read articleIf it’s not written, you’ll negotiate it mid-payout

Most affiliate programs don’t blow up because of tracking. They blow up because the rules weren’t written — so every edge case becomes a negotiation.
If you sell subscriptions, you have more edge cases by default: trials, upgrades, downgrades, refunds after payout, chargebacks, and recurring commissions. This page gives you 12 copy/paste clauses you can drop into your affiliate terms so payouts stay boring.
In affiliate terms for SaaS, ambiguity usually hides in two words: conversion and net revenue.
These are written in plain English on purpose. Edit bracketed values to match your program.
Eligibility: We may approve or reject affiliate applications at our discretion. We may suspend or terminate accounts that create fraud risk, violate promotion rules, or harm our brand.
Conversion: A conversion is a customer who completes a paid purchase of TinyAffiliate. Free trials, unpaid signups, and canceled invoices do not earn commission unless we explicitly state otherwise.
Attribution: We attribute a conversion to the most recent eligible affiliate referral (last-click) within [30] days prior to purchase.
Coupon conflicts: If a coupon code is used, the conversion is attributed to the coupon owner unless a different affiliate link click occurred within the prior [24] hours.
No self-referrals: Affiliates may not earn commission on their own purchases or purchases/accounts they control (including their employer or teammates). We may reverse associated commissions.
Commission basis: Commissions are calculated on net revenue actually received by TinyAffiliate for the customer’s purchase, excluding refunds, chargebacks, taxes, and payment processing fees.
Refunds/chargebacks: If a purchase is refunded or charged back, the related commission is canceled. If we already paid it, we may deduct (claw back) the amount from future payouts.
Recurring commissions (if offered): Recurring commission applies only for [12] months from the customer’s first payment (or until churn), and applies only to subscription payments actually received (net of refunds/chargebacks).
Payouts: We process payouts monthly on or around the [10th] for the prior month’s approved commissions. Minimum payout threshold: [$50]. Balances below the threshold roll over.
Approval/holding period: We may hold commissions in a pending state for up to [30] days to account for refunds, fraud review, and payment settlement. Pending commissions are not payable until approved.
Enforcement: If we reasonably believe an affiliate violated these terms or generated non-incremental/fraudulent conversions, we may reverse commissions, withhold payouts, and suspend or terminate the affiliate account. We may request evidence of promotion methods upon review.
| Decision | Default | Why |
|---|---|---|
| Attribution | Last click within 30 days | Simple to explain; predictable |
| Coupon conflict | Coupon wins unless another click in last 24h | Prevents endless ‘who gets credit’ threads |
| Payout cadence | Monthly (Net-30) | Aligns with refunds + reduces admin |
| Refund handling | Cancel + claw back | Prevents overpaying on churn/refunds |
| Recurring commissions | Time-bound (e.g., 12 months) | Avoids ‘lifetime’ ambiguity |
If you want the smallest set of terms that still protects you: define conversion, last-click window, refund/chargeback rule, self-referral rule, and payout schedule. Everything else can be tightened later.
You need clarity more than legalese. Plain English that you consistently enforce beats a fancy document nobody follows. If you have counsel, have them review — but start by writing rules you can actually operate.
Refunds/chargebacks and payout timing. If you pay too early, you’ll either overpay or you’ll claw back later — both create disputes. Align approval timing with your real refund window.
Default to no. Brand bidding captures customers already looking for you and creates last-click disputes. If you allow it, allow it only as a written exception with constraints (keywords, copy, landing page, duration).
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A practical checklist for migrating affiliate platforms in SaaS: what to export, how to compare ledgers, how to handle refunds and clawbacks, and the safest cutover plan.
Read articleA founder-friendly guide to affiliate tracking for SaaS subscriptions: which event earns commission, how to handle trials and plan changes, how recurring commissions work, and the tests that catch broken attribution.
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