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Approve, split, and adjust commission statements

For sales leaders: the real-time Team tracker, editing and splitting lines with a disclosed note, approving a statement to lock it and generate the PDF and CSV, returning it with comments, and why you can never approve your own.

Updated 8 min read
On this page · 4 sections
  1. The Team tracker
  2. Editing and splitting lines, always with a disclosed note
  3. Approving a statement
  4. The invoice check and manual overrides

As a sales leader you get a live view of the whole team and the controls to make each statement right before it pays. Everything here is on the leadership side of Commissions, the Overview, the Team tracker, and each rep's statement.

The Team tracker

The Team tracker is a real-time row per rep. What each person has earned this period, rolled up to a team total. It's how you spot who's tracking ahead, who needs attention, and whose statement is waiting on you, without opening each one. The Overview cockpit sits above it with team pace and a needs-attention list.

A rep can add a note when they submit (for example, why a line looks short). It shows at the top of their statement on the Team tracker once the statement is submitted, so you read it before you approve or return.

Editing and splitting lines, always with a disclosed note

You can edit a line, delete a line, or split a line between reps. Every one of these changes requires a note that both you and the rep can see. There are no silent edits. An edited line carries a MODIFIED badge and records what it was before and after, so the change is always visible and always explained.

Splits let two reps share an opportunity. A split can be percentage-based (say 60/40), or a flat amount off the top, and the result shows on both reps' statements, so the person who assisted sees their share, and the totals reconcile.

  • Percentage split, the shares must add up to 100%. Each rep gets their percent of the line.
  • Flat-amount split, a fixed amount goes to the other rep and the owner keeps the remainder, absorbing any rounding so the totals always tie out.
  • Both reps see the split on their own statement, clearly attributed.
Heads up
Corrections after approval become adjustment lines
Once you approve a statement it's locked. You can't reach back in and change a paid month. If something needs fixing later (a clawback inside the 6-month watch, a missed line, an overpayment), it's added as a clearly-labeled adjustment line on the next period's statement, a positive or negative amount with a note. The history stays intact and every number remains traceable, instead of a past statement quietly changing.

Approving a statement

  1. 1
    Open the submitted statement and review the lines
    Read the rep's flags and any notes. Edit, split, or add an adjustment as needed, each with its disclosed note.
  2. 2
    Approve it
    A month can be approved only after it ends, because opportunities can still land on it until then. Approving generates the PDF statement and a CSV export, and locks the statement so it can't be edited. Its earned lines move to Payable, cleared to pay on the pay date, which is never earlier than the day you approve. Lines still waiting on kickoff or invoice move to the rep's next statement on their own and pay there once they're earned. The CSV's pays_now column says which lines this statement pays.
  3. 3
    Or return it with comments
    If it's not right, return it to the rep with comments. That reopens it for the rep to fix and resubmit, the only way a submitted statement becomes editable again.
Heads up
You can never approve your own statement
A sales manager earns commission too, and the module will not let anyone approve their own statement. Another sales leader, or a tenant admin, has to approve it. This is a hard rule enforced in the database, not a setting you can turn off; it's the segregation of duties that keeps commission clean.

The invoice check and manual overrides

For plans that earn on invoice, you can run the invoice check to have the module ask your PSA which opportunities have been billed and move those lines to Earned. Some opportunity-and-reference combinations can't be matched automatically and stay Pending invoice; for those, mark the line invoiced by hand once you've confirmed it. If a PSA doesn't respond during a check, the module tells you which one didn't and updates the rest, rather than failing the whole run. See "How commission gets recognized: the earning ladder".

Note
Nudge a rep the same way they nudge you
You can message a rep about a specific line straight from their statement. Like the rep's "ask your manager," it goes as a real Teams direct message when your organization has granted the permission, and as a real email until then. See "Turn on Teams direct messages for commissions".
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