The Payment Approval page lets you specify which commission payments to process using your 3rd-party payout platform (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 Process Tab
- Resolving Batch Failures
- History Tab
Finding the Page
In Corporate Office, navigate to Commissions > Payment Approval.
This tab shows batches that are ready to be processed.
Step-by-step guide: How to Create a Payment Batch
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.
In Process Tab
This tab shows the payment batches that are being processed.
Refresh the page and update the list display to its most current state.
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.
Step-by-step guide: How to Resolve Batch Failures
This tab shows batches that have been processed by using the period selector to search between specific date limits.