To schedule a clawback, navigate to the 'Unresolved' tab in the Payouts dashboard and to the 'Overpaid' tab in the table in QuotaPath. Use the filters at the top to filter for the set of payout records that you would like to schedule.
Note: An 'Overpaid' payout record, or a 'Clawback', may be automatically generated for one of two reasons:
A Member was overpaid earnings on a deal. A payout had been previously scheduled, the earnings changed resulting in a negative discrepancy, which was then re-approved on the Deals dashboard.
A Deal associated with a payout that had been previous scheduled was removed from QuotaPath. The Deal could have been manually removed, or automatically removed due to changes in the plan assignment dates, changes to the CRM mappings, deletion from the CRM, etc.
In addition, you can also create a manual clawback record, see this article instead.
In the table, either select an individual payout record or select all payout records in view to payout. To do this, check the box to the left of the individual payout record, or check the box in the top left of the table to select all payout records. To change the amount of payout records that can be selected at one time, adjust the dropdown in the bottom right of the table.
Once the payout records are selected, click 'Claw back'. In the slide out modal, enter in the payout details:
To payout the records at a single point in time, enter in the 'Payout date' and enter in the total 'Amount' to be paid out, or select 'Switch to %' to enter in the total percentage to be paid out.
To split the payout across multiple dates, enter in the details for the first payout per the above instructions, then select '+Add another payout date' to add another line.
To set up recurring payouts on a monthly, quarterly, etc. schedule, select 'Set up installments'. Enter in the total 'Amount' to be paid out, or select 'Switch to %' to enter in the total percentage to be paid out. Enter in the total 'Number of payouts', or how many times you would like to split the payout. Next, select the payout frequency under the 'When or how often?' dropdown and choose the 'Starting' date. Select 'Apply' when finished.
To schedule the payout, select 'Save'. Since these payout records have now been scheduled, they will move from the 'Unresolved' tab to the 'Resolved' tab.