Skip to main content
Correct transaction amounts after the fact — due to refunds or chargebacks — either one at a time in the Transactions report, or in bulk with a spreadsheet upload.
Invoca is migrating Dashboards and Reports to the newer Insights & Analytics experience. See Insights & Analytics: Getting Started Guide to check out the new experience. In Insights & Analytics, you can make bulk changes to transactions on the Transactions page. To correct Payout or Earned values in bulk, contact Invoca to turn legacy editing back on, then follow the steps in this article. See the Insights & Analytics Migration FAQ.
If your records change after a call is logged, Invoca lets you correct them to match your final tally. If you don’t already have access to transaction corrections, contact Invoca to request it.

Correcting transactions manually

  1. Click Reports in the sidebar, then select Transactions.
  2. Use sorting and filtering to find the transaction(s) you want to correct, and select the checkbox for each.
  3. Click the Bulk Actions dropdown and select Apply Corrections.
  4. Update the Earned Corrected and Paid Corrected amounts to reflect the final totals. You can also name your correction to help track changes later.
  5. Click Save.
Corrections can take up to 10 minutes to appear in reporting. The Transaction Details report’s “Corrected At” column shows the timestamp of the most recent correction. For calls routed through a Bundled Campaign, use the Transaction ID from the destination campaign in most cases. On a Margin Bundle, submit the correction at the child/destination campaign level; on a Fixed Price Bundle, correct both the Fixed Price Bundle transaction and the Advertiser transaction.

Correcting transactions in bulk

If you keep correction records in another system, a spreadsheet upload can be faster than editing calls one at a time.
  1. Export your Transactions Detail data — especially the Transaction ID — to match against your other system’s records.
  2. Download the Transaction Corrections spreadsheet template and clear the sample data.
  3. Enter the Transaction ID, Advertiser Pay In amount, and Publisher Pay Out amount for each row, specifying both even when only one needs correcting. To add a bonus, include the full amount (base + bonus).
  4. Save the file as a .csv.
  5. Click Settings in the sidebar. If you’re a network user, select the relevant Advertiser from the dropdown, then click Transaction Corrections.
  6. In the Submit Corrections panel, choose your file and click Submit.
Invoca’s Production Support team reviews each submission to confirm it will pass correctly through syndicated and bundled campaigns; corrections are typically processed within 3–5 business days, with an email confirmation once complete. Completed submissions are listed in the Previous Submissions panel on the same page.
Last modified on November 13, 2026