Conversion Lifecycle

A conversion is a referral order — a customer bought something because of an affiliate. Every conversion has a status that tells you where it is in the approval and payout flow.

The five statuses

Status	Meaning	Tone
Pending	The order is in — waiting for you to approve.	Caution (yellow)
Approved	You approved it. Commission is locked in; waiting to be paid out.	Success (green)
Paid	You have paid this commission to the affiliate.	Info (blue)
Denied	You rejected it. Commission = $0.	Critical (red)
Refund adjustment	The order was refunded after the commission was paid. The amount appears as a negative offset that gets deducted from the affiliate's next payout.	Critical (red)

The app does not use separate "Cancelled" or "Refunded" statuses. Refunds before payout silently reduce the commission on the existing row; refunds after payout create a separate Refund adjustment row.

The typical flow

Customer clicks ref link or uses coupon
   ↓
Customer completes order
   ↓
Web Pixel / Coupon matcher creates conversion
   ↓
[Pending]
   ↓
You review
   ├─ Approve → [Approved]
   │     ↓
   │  You mark the affiliate's payout as paid → [Paid]
   │
   └─ Deny → [Denied]

When a refund happens after the commission is Paid:

Order refunded in Shopify
   ↓
App receives refunds/create webhook
   ↓
Creates a separate row with status [Refund adjustment]
   ↓
Negative amount auto-deducts from the affiliate's next payout

Status transitions

From → To	Allowed?	Notes
Pending → Approved	Yes	Click ✓ in the Actions column or use bulk Approve selected
Pending → Denied	Yes	Click ✕ in the Actions column or use bulk Deny selected
Approved → Pending	Yes	Use the Undo action on an approved row
Denied → Pending	Yes	Use the Undo action
Approved → Paid	Automatic	Triggered when you mark a payout as paid
Paid → anything	No	Once paid, the row is locked. Refund handling uses a separate Refund adjustment row.

When a conversion is created

The app creates a Pending conversion in two cases:

Referral-link orders — Web Pixel saw the affily_ref cookie and matches it to the checkout. The Tracking column shows a Link badge.
Coupon-code orders — the order's discount_codes[] contains a code linked to an affiliate. The Tracking column shows a Coupon badge.

If both apply (visitor clicked a link AND used a coupon), coupon wins — see How tracking works.

Summary cards at the top

The Conversions page shows four summary cards above the table:

Conversions page with summary

Card	What it counts
Pending	Awaiting your review
Approved	Confirmed, awaiting payout
Denied	Rejected commissions
Refund adjustment	Negative offsets from post-payout refunds

The total dollar amount of each status appears under its count. The numbers update in real time as you approve/deny rows.

Filtering the table

Filters available above the table:

Status — Pending, Approved, Paid, Denied, Refund adjustment.
Tracking type — All, Link, Coupon.
Date range — Today, Last 7 days, Last 30 days, Custom.

There is also a search box that takes an order name like #1001.

Next step

Edit or Delete Approve or Deny Conversions