Ready to save time and stop headaches when paying your team? Here’s how you can go about paying your team in QuotaPath in just a few clicks.

The first step in running payouts with QuotaPath is to approve Earnings on the Approvals tab.

Now that you have your view set up, let’s utilize the filters to identify who you want to pay and for what period.

Dates: What time period of closed deals do you want to pay someone for?

If you pay your team monthly, for example, and you’re paying them in February for deals closed in January, you would set the date filter for ‘Last Month’. If you pay quarterly, you can set the date filter for ‘Last Quarter’. There are also custom date settings to pick a specific date range. This date filter will stick with you when you go to the payouts page next to schedule your payouts, making a single bulk action on the payouts page quick and efficient.

Owners (or members): Who are you going to pay?

You may want to go through the deal payouts process one person at a time by approving deals and scheduling payouts person-by-person. Or, you may want to approve deals for your entire team and then schedule payouts for your entire team. It’s a matter of personal preference. Most Admins view all Members with earnings and go person by person to approve earnings.

Plans & Components: Which plans and components are you looking to pay on?

We recommend keeping all plans and components selected when running payouts. However, if you have components that are paid on different time frames, such as a monthly spiff versus a quarterly commission, you would want to filter for specific components.

Now that you have your filters in place, let's start approving!

You have the ability to view Approvals by Members or Deals. See screenshot below. From there, you can individually approve or bulk approve if you’ve already reviewed and are ready to advance to payouts. For the full rundown on Approving, reference our Approve Earnings article, or Approvals Overview article.

Before approving earnings, review any discrepancies or flagged deals.

A discrepancy appears when a deal’s calculated earnings change after they were approved. This may happen when the deal amount, stage, date, rate, plan configuration, or mapping changes. This can also occur after you've paid out the previous earnings.

Review the current calculated earnings, previously approved earnings, and discrepancy amount before taking action.

Members can flag deals they believe are missing or calculating incorrectly. Review the comments and deal details, make any required corrections, and resolve the flag before approving the earnings.

Now that you've completed your review and pushed approvals through, you’ll notice the deals are no longer in the Approvals tab. They have moved on to the next step, Payouts!

Head over to the Payouts page to schedule payouts for your team. The Payout tab is where we give Approved and Eligible or Payable earnings a Payout date. Once a payout date is assigned, the records move off of the Payout tab and over to the Export tab.

In the Payout tab on the Payouts page, apply the same filters you applied in the Approvals tab to see the Records to Resolve, or deals you have not yet applied a payout date to. Your date filter will follow you from the Approvals page.

You can view by Member or by Deals per Component and utilize the individual Pay out buttons or bulk check box options to begin your payout process.

Select the Deals you wish to schedule for Payout. Once you have your selection, click 'Pay Out' to schedule the payout itself. Select the payout date (when the Member will receive the payment), and the percent of approved earnings to pay (most keep this at 100%) and add any necessary notes. This is also the place you have the ability to split payouts into installments if you already know you’ll be paying it across different dates.

Similar to the Approvals tab, this record will now move out of Payouts and on to the next section, Export (found at the top of the page).

You’re all set! You've scheduled your payouts and are ready to export.

Payout Eligibility - If you have Payout Eligibility Rules set up on your components you’ll want to navigate to the 'Payable' section, which will highlight those deals that both have approved earnings and earnings eligible for payout (the payable criteria or rule has been met.)

QuotaPath will automatically calculate the portion that is eligible to be paid and you can follow the same payout process as above for scheduling the payout date. (*Note that you'll want to click 'Pay Out X Eligible' so you're only paying the eligible amount and not the full Earned amount)

Overpaid Amounts - If you have any negative earnings (decelerators or clawbacks), you can schedule those negative payments by clicking on the ‘Overpaid’ section/bubble of this page to schedule the negative payments. These do have to be scheduled separately from the positive payouts in the Earned and Payable tables.

Unapproving - If you’ve approved a deal by mistake, you can also ‘Unapprove’ deals here in the Payouts tab to send them back to the Approvals tab. Use the checkbox next to a name or deal name or the three dot menu to the right of the individual deal data to Unapprove.

Now on to the final step, exporting!

Once your payouts are scheduled, toggle to the Export tab on the Payouts page to export the data you need to upload to your payroll provider. Ensure your filters are correct.

Hitting the green Export button creates a CSV of all deals you are paying out (based on your current set of filters) so you can inspect them in one place.

You can also hit the drop-down next to Export to see the various other export options:

Before completing the payout cycle, confirm that:

Once these checks are complete, your commission payout cycle is ready for payroll!