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Open in Introw: Payout settings

How it works

Commission behavior is controlled in a few places. The payout settings tab sets the payout method, schedule, and minimum amount. Your organisation’s company settings define the currency and fiscal year that payouts and plan analytics use. And commission billing info, set in company settings, provides the details printed on statements partners receive. When the payout schedule is not manual, Introw can create payout batches automatically on the chosen cadence. Minimums hold small balances back until they are worth paying.

Prerequisites

  • Admin access to commission settings and company settings.

Settings & configuration

Payout settings are at Payout settings; currency, fiscal year, and billing info are in company settings.

Payout method and schedule

Set the payout method and the schedule: every month, every quarter, every fiscal quarter, or manual. A non-manual schedule lets payout batches be created automatically.

Minimum payout amount

Set a minimum payout amount and whether it applies per partner or across the organisation, so balances below the minimum roll forward rather than generating tiny payouts. The minimum is hidden when the schedule is manual.

Currency and fiscal year

Set your default currency at Company settings and your fiscal year start, which affects fiscal-quarter schedules and plan year-to-date analytics.

Commission billing info

Set the company billing details at Billing info; these appear on the statements partners receive and tell partners what to use on their invoices.

Setup walkthrough

1

Open payout settings

2

Set the schedule

Choose the payout schedule that fits your program.
3

Set a minimum

Set a minimum payout amount and its basis.
4

Set currency and fiscal year

Confirm your currency and fiscal year in company settings.
5

Set billing info

Add commission billing info for statements.

How-to guides

Configure commission and payout settings

Set the payout schedule, minimum amount, billing info, and the currency and fiscal year commissions rely on.

Limits & gotchas

The minimum payout amount is hidden and does not apply when the schedule is set to manual. Fiscal-quarter schedules depend on your fiscal year start being set correctly. Statements rely on commission billing info, so incomplete details produce incomplete statements.

Troubleshooting

  • Payouts are not created automatically - the schedule is set to manual.
  • A fiscal-quarter schedule runs at the wrong time - the fiscal year start is not set correctly.
  • Statements are missing company details - commission billing info is incomplete.