Note: your whole organization shares one draft batch at a time — if a colleague is also on this screen, you're both editing the same draft.
Issue commission to one or more team members.
Before you start
The Manage Organization Finances right.
Steps
- Go to Settings → My Account → Commission Processor, on the Compose Batch sub-tab. Opening it resumes your organization's shared open draft, or starts a new one.
- Add a line: pick a Member, type a Description (required — an unexplained credit becomes a support ticket), enter an Amount (must be positive; use a void afterward for corrections, not a negative line), and pick a Matures date.
- Click Add Line. To edit an already-added line, change it inline and click the checkmark to save it.
- Repeat for as many members/lines as this batch needs.
- Click Send Batch. If it's disabled, either add at least one line, or save any line you've left mid-edit.
- Confirm in the dialog, which states exactly how many lines and the total amount. Read the warning: each member sees their commission immediately, and the only way back afterward is voiding an individual line — not un-sending the batch.
What you'll see
Every line in the batch is issued to its member's balance right away. See How to Review Commission History and Void a Line if you need to reverse one afterward.
Related articles
Other guides that answer questions close to this one.
How the Commission Processor Works
Money only enters a member's commission balance one way: an administrator issues it through the Commission Processor. There is deliberately no automatic path from a CRM lead's approved Opportunity reservation into a…
How to Review Commission History and Void a Line
Look back at sent commission batches, and reverse a specific line if it was issued in error. Before you start The Manage Organization Finances right. Steps 1. Go to Settings → My Account → Commission Processor, on the…
How to Connect Stripe for Commission Payouts
Connect the Stripe account commissions get paid from, and set the withdrawal minimum and hold period. Before you start The Manage Organization Finances right to make changes — without it, you can view the checklist but…