Approving Payments

Admin: Corporate Admin
Page: Commissions > Payment Approval
URL: [CLIENTID].corpadmin.directscale.com/Corporate/CRM/Commissions/PaymentApproval
Permission: ViewCommissions(), PayCommissions()

You can specify which commission payments to process using your payment provider (merchant). You can see which payments have been processed or failed and take appropriate action.

Creating Batches

Create Batch tab

The Create Batch tab shows batches that are ready to process.

To create a batch:

  1. Click the Create Batch tab.

  2. Select the Associates you want to include in the batch. Checking the box next to the Merchant type will select all associate payables for that type. Or, click the arrow next to the Merchant type to expand the list, then check the box(es) next to the Associate(s) of your choosing.

    Merchant selection

    Note: The number of associates and the total dollar amount of the batch is shown on the page as you make your selections.

  3. If necessary, you can filter the Associate payables results on the page in order to create a batch.

    The Basic Search options include a date selector and search box.

    Basic Search

    The Advanced Search allows you to use advanced filters and sorting on various data points. Click + Add to apply a filter to the Associate payments shown on the page. Choose the field you want to filter on, the appropriate operator, and the value to filter on. You can apply sorting in the same way.

    Advanced Search

    Note: You must click on the Search button to apply any updates to the added filters and sorting.  Use the Reset button to remove all filters and sorting.

  4. Click Process Payments when you have finished making your selections.

  5. In the pop-up, confirm the information is correct, then click Process.

  If an Associate doesn’t have an existing account with the payment provider during a payout, the system’s commissions payout process will attempt to create an account for them. If successful, the payment will be made. If unsuccessful, the payment will be marked as failed. You can identify the issue and re-process the payment. For more information, see Resolving Batch Failures.

In Progress Tab

In Progress tab

The created batch displays in the In Progress tab with the status of Processing.

Processing status

While processing, you can expand the batch and view the progress. Making payments changes the payment status to "Paid".

  If the process takes longer than expected, click the spinning icon next to the payment. This should complete the payment. If you have any questions, contact Customer Care.

If there are processing failures, the failed payment will move to the top of the list with the status of "Failed".

Status Refresh

Refresh the page by clicking the Refresh button to update the list display to its most current state.

Refresh button

History Tab

The History tab keeps a record of all batch payments for auditing purposes.

History tab

Payment Batch

Once you approve the amount, the payment is recorded under the payment method.

Payment method

For each group, you can choose to process the whole batch or only specific payments. Also, you can filter out payments for a particular Associate.

The batch’s status changes to "Complete" when all processes have finished. If the batch had failures, the number of failures list next to the "Complete" status.

Troubleshooting

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