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.
What We’ll Cover
- Finding the Page
- Creating Batches
- In Progress Tab
- History Tab
- Resolving Batch Failures
- Payment Batch
To access the Payment Approval page, you must have the PayCommissions() permission enabled for your Role.
Read more: Assigning Employee Permission Roles
Finding the Page
In Corporate Office, navigate to Commissions > Payment Approval.
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.
Click the checkbox next to the Merchant type if you want 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.
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”.
Refresh the page and update the list display to its most current state.
The History tab keeps a record of all batch payments for auditing purposes.
Resolving Batch Failures
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.
To resolve a batch failure:
In the In Progress tab (if completed less than 24hrs ago), locate the failed batch you want to resolve.
If it has been longer than 24hrs, use the History tab. Use the Period Selector to locate the failed batch.
If you want to resolve failures at the batch level, from the Options dropdown:
Click Re-process to resubmit all the failed payments for processing.
Or, click Remove to remove all the payments that failed in the batch.
You can find the removed payments in the Create Batch tab, under the payment provider.
If you want to resolve specific failures within the batch:
- Expand the batch.
- Locate the failure you want to resolve.
Then, from the Options dropdown:
- Click Re-process to resubmit that payment for processing.
- Or, click Remove to remove
Click Paid. Only do so if:
- You choose to pay the amount using a different method
- You confirmed with the payment provider that the payment process is correct (false failure).
Repeat as needed until all failures are resolved.
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 specific Associate.
Payments Mistakenly Marked as Paid
Payments can have issues causing them to have a Paid status, but the processor has no record of the payments. You can force the payments to show up so you can reprocess them by changing their status to “Failed.” If you believe this error is occurring, contact Customer Care who will:
- Change the payment statuses to “Failed.”
- Reprocess the “Failed” payments.