How Can I Manually Claw Back Commissions?

How Can I Manually Claw Back Commissions?


We may configure commission rules which automatically claw back (reverse) commissions when certain conditions are met. Alternatively, you may want to manually claw back commissions. However, you would like some automated assistance to a/ find previously paid commission amounts for a set of transactions, and b/ reverse them.

To reverse commissions manually, go to Settings > Tools > Claw Back Commissions:



The process works as follows:
  • Select a plan
    • Historical commissions paid by this plan will be reversed. Historical commissions paid by other plans will not be reversed. 
  • Select a calculation
    • Your selected calculation will record all reversed commissions. Choose a calculation which should be updated with reversed commissions.
  • Enter transaction IDs
    • Enter IDs for transactions requiring commission reversal. Historical commissions for the chosen plan will be reversed. Reversals will be recorded in your selected calculation.



Example:
  • You have configured plan A and B
  • You have the following calculations for plan A
    • A1, A2
  • You have the following calculations for plan B
    • B1, B2
  • You have transaction T1 which historically paid commissions as follows:
    • A1 - $10 to Joe
    • A2 - $20 to Bob
    • B1 - $5 to Sara
    • B2 - $15 to Emma
  • You selected B as the effective plan for reversals
  • You selected B2 as the calculation to record reversals within
  • The following commissions will be reversed and recorded within B2
    • B1 - minus $5 to Sara
    • B2 - minus $15 to Emma

Note that commissions paid by plan A for T1 are not reversed because we selected plan B. To reverse those, run the tool again, and choose a calculation associated with plan A to record them in.

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