For the complete documentation index, see llms.txt. This page is also available as Markdown.

What members see

The member area answers three questions in the order members ask them: how much do I have, when do I get it, and where did it come from.

The rail

Down the left sits a rail that does not change as they move between tabs.

At the top is the one figure they can act on — Available — with the amount still pending underneath it and a Request payout button below that. Beneath the rail card is the navigation.

Available leads because it is the only balance a member can do anything with. Pending is context for it rather than a rival to it, and lifetime paid-out belongs on the Payouts tab where the arithmetic of a withdrawal is being explained.

On a narrow screen the rail becomes a band across the top and the navigation becomes a row of tabs. The switch is driven by how wide the column your theme gives the page is — not by the size of the visitor's screen — so the account fits a theme with its own sidebar without being told about it.

Inside WooCommerce's My Account, the rail is dropped entirely: Woo already draws one, and a rail inside a rail helps nobody.

A line of activity

Every tab that lists money uses the same row.

Part
What it is

Logo

The shop's, from its shop page. A shop without a featured image gets its initials instead

Title

The shop's name, linking to its page. Rows with no shop — bonuses, adjustments, payouts — use their description

Meta line

Order reference, date, order value, and when the cashback clears. Only the ones this row actually has

Amount

Green for money in, plain for money out

Status

One badge, one word

An order row therefore reads iHerb.com · Order #4471029 · 18 Aug · $128.40 order, and a member can check the rate without doing arithmetic.

A member reading their own cashback history

The statuses

Badge
Means

Pending

The shop has not confirmed the order yet, or it has and the holding period is still running

Available

Withdrawable now

Declined

The shop rejected it. Common for returns, cancellations and orders placed with a competing coupon

Settled

Already counted into a payout

Payout requests use the same four words plus Approved for one you have accepted but not yet sent.

What a pending row will not tell them

If a row has been approved by the network but is still inside its holding period, it says available 12 Sep, because that date is a real one recorded against the row.

A row the network has not confirmed yet has no such date, and the account says nothing about when it will clear. There is no honest number to print: the shop's advertised approval time is an average across all its orders, and a member reads any date beside their own order as a promise about that order.

This is the single most common support question on a cashback site, so it is worth answering the same way in your own words on the page — see Adding your own content to the member area.

Money that never moved

A declined cashback and a returned payout are both listed, both struck through in grey, and both carry the line This did not affect your balance.

Leaving them out would be worse: a member who saw a payout leave and come back needs to find both halves. Printing them like any other row would be worse still — a declined $3.00 looks like a credit they never had, and a returned payout looks like money taken from them.

The empty states

A member with no history is not looking at an error, so they are not shown one. Each empty tab says what will appear there and offers a way to start — a link to your shop directory on the tabs where that is the answer.

Signed out

The account URL is a page members share and bookmark, so a signed-out visitor gets a proper sign-in card rather than a bare form: what is behind it, the login form itself, and a link to your registration page if you have set one.

The form is still WordPress's own, so two-factor, social login and anything else hooking the login form keeps working.

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