> ## Documentation Index
> Fetch the complete documentation index at: https://docs.introw.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Requests, Claims & ROI

> Configure the MDF lifecycle forms and timelines, review submissions, track ROI, and mark requests paid in Introw.

**Open in Introw:** [Marketing Funds](https://app.introw.io/marketing-funds)

## How it works

Each fund has four lifecycle forms: request, claim, ROI, and invoice. Partners submit these forms,
and the submissions flow into the standard submissions inbox, where you accept, decline, return,
or reopen them just like any other form. The fund's lifecycle tabs let you see and configure each
step, and timeline settings define the deadlines for claiming, reporting ROI, and submitting
invoices.

ROI is tracked two ways: partners report it through the ROI form, and a fund can track real-time
ROI from CRM data by counting objects or summing a property. When a request is fully reimbursed,
you mark it paid, which updates its CRM record.

There is no separate "statements" module: the **statement of reimbursable spend is composed from the
same forms**. The claim and invoice forms capture the partner's **proof of spend as document uploads**
(receipts, invoices, creative), each step runs through an **approval workflow** that can be handled by
a person or **agentically** (an AI review of the submission), and the approved claim and invoice
records against a request are the auditable statement finance reimburses against. So MDF statements are
delivered by the forms + document-upload + approval building blocks, not a bespoke screen.

## Prerequisites

* The MDF module enabled and a fund created.
* Write access to MDF and forms.
* Segments and partner access so partners can submit.

## Settings & configuration

The lifecycle is configured on the fund and its forms.

### Lifecycle forms

A fund binds a request, claim, ROI, and invoice form, provisioned from templates. Edit each in the
form editor at `/forms/{org}/{formId}/edit` to change fields, layout, and approval steps.

### Timelines

On each form's tab in edit mode, set the timeline: the request decision timeline, the claim
submission window, the ROI reporting window, and the invoice reimbursement deadline. The claim,
ROI, and invoice windows can be turned off if not used.

### Reviewing submissions

Review fund requests, claims, ROI, and invoices from the fund's lifecycle tabs or the central
[Submissions](https://app.introw.io/submissions) inbox. Accept, decline, return, or reopen as
needed.

### ROI tracking

Partners report ROI via the ROI form. For real-time tracking, configure the fund's ROI settings:
the object type, aggregation (count of objects or sum of a property), and filters.

### Marking paid

When a request is reimbursed, use mark as paid on the request to set its CRM status to paid and log
the event.

### Sharing forms

Share request, claim, ROI, and invoice forms by link or in the portal. Request links carry the
fund, while claim, ROI, and invoice links carry the request they belong to.

## Setup walkthrough

<Steps>
  <Step title="Open the fund">
    On [Marketing Funds](https://app.introw.io/marketing-funds), open the fund.
  </Step>

  <Step title="Configure the forms">
    Edit the request, claim, ROI, and invoice forms as needed.
  </Step>

  <Step title="Set timelines">
    Set the timeline for each step.
  </Step>

  <Step title="Review submissions">
    Approve requests and claims as they come in.
  </Step>

  <Step title="Track ROI and mark paid">
    Track ROI, then mark reimbursed requests paid.
  </Step>
</Steps>

## How-to guides

<CardGroup cols={2}>
  <Card title="Request funds by email" icon="book-open" href="/features/mdf/requests-claims-roi/guides/request-by-email">
    Let partners request MDF straight from their inbox, with the AI agent filling in the request for them.
  </Card>

  <Card title="Request funds by embed" icon="book-open" href="/features/mdf/requests-claims-roi/guides/request-by-embed">
    Put an MDF request form on your own site or partner page so partners request in context.
  </Card>

  <Card title="Request funds by link" icon="book-open" href="/features/mdf/requests-claims-roi/guides/request-by-link">
    Give partners a shareable link to submit an MDF request in seconds, attributed to the right partner.
  </Card>

  <Card title="Run the MDF request-to-payout flow" icon="book-open" href="/features/mdf/requests-claims-roi/guides/run-the-mdf-request-to-payout-flow">
    Operate the full MDF lifecycle: configure the request, claim, ROI, and invoice steps, then review requests, collect proof of spend, and mark requests paid.
  </Card>

  <Card title="Track ROI on a fund" icon="book-open" href="/features/mdf/requests-claims-roi/guides/track-roi-on-a-fund">
    Measure the return of a marketing fund from partner-reported outcomes and real-time CRM data.
  </Card>
</CardGroup>

## Limits & gotchas

<Warning>
  MDF approvals use the standard form approval steps, configured in the form editor, not a separate MDF approval screen. Only spend within the fund's period qualifies. Claim, ROI, and invoice windows can be disabled, so confirm the steps you need are enabled.
</Warning>

## Troubleshooting

* **A partner cannot submit a claim** - the claim window is disabled or has closed.
* **ROI is not adding up** - the real-time ROI configuration's object type or filters exclude the records.
* **A request will not mark paid** - confirm it is fully reviewed and reimbursed first.