To manually create a payout or clawback, navigate to the 'Unresolved' tab in the Payouts dashboard in QuotaPath. To create a payout, select '+Create payout'. To create a clawback, click the down arrow, and select 'Create clawback'.
Note: A payout or clawback should be manually created if it is not related to a deal or path/plan currently in QuotaPath. It is recommended to only use this option for one-off scenarios.
In the slide out modal, select the payee using the drop down and then enter in the payout details:
To payout the record 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.