Approving Payments

Learning Experience Team

June 12, 2020 20:54

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

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

To create a batch:

Click the Create Batch tab.
With the Period Selector, select the date range when the payment was approved.

For example, you may only want to pay payments approved two weeks ago.
Select the checkbox next to the Merchant type to process all the payments for that type.
If necessary, use the search bar to locate the Associates for whom you want to process.

Or, click the arrow next to the batch to expand the Merchant types.
Click the check box next to the Associate’s name you want to process.
Click Process Payments when you have finished making your selections.

A pop-up displays showing the number and dollar amount of the batch.
In the pop-up, 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

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

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 as "Failed".

Status Refresh

Refresh the page and update the list display to its most current state.

History Tab

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

Payment Batch

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

Resolving Batch Failures

Troubleshooting