Open Insights and click the Commissions tab. You see commissions earned on deals and the payouts for them. Click Create Payout to schedule a new payout.
Read the list
Each row shows:
- Date
- Type, either Deal for a commission earned on a deal, or Payout for money paid out
- User who earned or received it
- Description, such as "2 commissions" on a payout, or the client on a deal
- Amount
- Status, such as PENDING, PAID or PROCESSED
Search transactions, use AI Mode to filter in plain English, or click Filter.
Create a payout
- Click Insights, then the Commissions tab.
- Click Create Payout. The window says "Schedule a new payout for commissions".
- Choose the User(s).
- Check the Payout Date.
- Enter the Amount.
- Choose a Status. It starts as Pending.
- Add Notes if you want. They are optional.
- Click Create Payout.
Where commissions come from
A deal's commission comes from its Commission %. See How to customize deal stages and set commission in FlowForce. A person's page also shows their commissions and payouts. See How to manage a team member's account in FlowForce.
Payout in your profile
The Payout tab in your profile is for your own payout details. It can say "Payout is not available in your region yet".
If it did not work
A commission is missing. The deal may not have revenue yet. Revenue is only set at Contract or Closed Won.
I cannot create a payout. Your role may not allow it. Ask an admin.