The Payment Approval page lets you specify which commission payments to process using your money out payment provider (merchant). This page also indicates which payments have processed or failed and lets you take appropriate action. In addition, a record of all batch payments is kept in the History tab for auditing purposes.
What We’ll Cover
- Finding the Page
- Creating Batches
- In Progress Tab
- History Tab
- Resolving Batch Failures
- Payment Batch
Finding the Page
In Corporate Office, navigate to Commissions > Payment Approval.
The Create Batch tab shows batches that are ready to be processed.
To create a batch:
Click the Create Batch tab.
With the Period Selector, select the date range in which a payment was approved.
For example: you may want to only 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 you want to only process some of the approved payments, use the search bar to locate the associates for whom you want to process.
Click the arrow next to the batch to expand the Merchant types.
Click the check box next the associate’s name for whom 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 batch is created and now displays in the In Progress tab with the status of Processing.
While it’s processing, you can expand the batch and view the progress.
As payments are paid, the payment’s status is updated to Paid.
If you notice the process taking longer than expected, try clicking the spinning icon next to the payment, this should complete the payment. If you have any questions contact customer care.
However, 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.
This tab shows batches that have been processed by using the Period Selector to search between specific date limits.
Resolving Batch Failures
Once all the payments have completed processing, the batch’s status is changed to Complete.
If the batch had failures, the number of failures is listed next to the Complete status.
To resolve a batch failure:
In the In Progress tab (if completed less than 24hrs ago) or the History tab, locate the completed batch for which you want to resolve failures.
In the History tab, you may need to use the Period Selector to select the time period in which the batch was processed.
If you want to resolve failures at the batch level, from the Options dropdown:
- Click Re-process to resubmit all the payments that failed in this batch for processing.
- Click Remove to remove all the payments that failed in the batch.
The removed payments are placed under the merchant in the Create Batch tab.
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.
- Click Remove to remove that payment from the batch.
The removed payment is placed under the merchant in the Create Batch tab.
Click Paid, if you choose to pay the amount using a different method or if you confirmed with the merchant that the payment processed correctly (false failure).
Repeat as needed until all failures are resolved.
Once the amount to be paid is approved, the payment is recorded under the payment method you specified when submitting the amount to be paid.
For each group, you can choose to process the whole batch or only specific payments within a batch. In addition, you can filter out payments for a specific associate.