There are some additional settings needed to fully integrate with a money out provider of choice.

Once you’ve:

• Set up an account with a money out provider
• Entered authorization credentials in Corporate Office.
• Located your payment provider’s money out Merchant ID.

You’ll need to enter the money out provider’s Merchant ID, and configure any additional commission payout settings, in the Advanced Settings section of Corporate Office.

What We’ll Cover

• Finding the Settings
• Entering a Money Out Merchant ID
• Additional Optional Settings
  • Default Merchants Creation on Enrollment
  • Commission Payable-level Fee
  • Paycheck-level Fee
  • Enable a Precommit Write to DB Button
  • Minimum Threshold for Paycheck

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Finding the Settings

Warning: Always set up new integrations in your Stage environment (if your plan includes a Stage environment) to test functionality. Then repeat the process in your Live environment. This protects your system from any errors that may occur. To access your Stage environment, replace directscale.com with directscalestage.com in the URL.

In Corporate Office, navigate to: Administration > Advanced Settings > Commission.

[CLIENTID].corpadmin.directscale[ENVIRONMENT].com/Settings?category=Commission

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Entering a Money Out Merchant ID

The Advanced Settings > Commission page has a host of different configuration options for commissions.

1. Locate the Money Out section.

   

2. In the Default Commission Merchant ID field, enter your money out Merchant ID.

   

   This sets the default payment provider for all associates at the company level.

   You can see an associate’s default payment provider in their Detail page.

   If left blank, then the system defaults to the Check type.

3. Scroll to the bottom of the page and click Save Changes.

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Additional Optional Settings

There are additional configurations in the Money Out section you can set, if needed.

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Default Merchants Creation on Enrollment

You can set the default payment provider for a specific Associate Type automatically when enrolled.

For example, if you want all Distributors (Associate Type = 1) to use PayQuicker (Merchant ID = 113) on enrollment by default, then enter 1:113 in the field.

Important: If this setting is later changed (PayQuicker is changed to I-Payout, for example), associates won’t be updated retroactively. They have to be updated manually in their Detail page, in the CRM_CommissionMerchant_AssociateValues table, or by having a third-party developer or solution provider do so using a script.

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Commission Payable-level Fee

Added as a “Fee” on every commission period payable.

This fee is automatically added when committing commissions, this fee is viewable in the Payables page and the Printable Paycheck Stub.

It’s not, however, represented in the Web Office > Pay History and so totals will be slightly off.

To learn more see: Committing a Commission Profile

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Paycheck-level Fee

Add the set value as a Processing Fee adjustment on every paycheck that’s automatically added to the payables when they’re sent to the payment provider.

Viewable in the Web Office > Pay History page, but not in Payables or Approve Payment pages.

To learn more see: Committing a Commission Profile

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Enable a Precommit Write to DB Button

For Commission Profiles, enable/disable a precommit Write to DB (Database) button.

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Minimum Threshold for Paycheck

If an associate’s payables don’t meet the minimum threshold amount, they will be automatically held and rollover to the next commission period.

The default minimum threshold is $20. You can see the threshold in the Hold tab of the Payables page.