Read the Payouts page
Updated
See what one person has earned in one pay period, and why.
3 minutes · Owner
The large figure
- Accruing is commission on policies that have issued since the last Pay Team run. It is paid out when you run Pay Team.
- Earned means the period has closed and this commission, on policies that have issued, is ready to pay.
- Paid means Pay Team has run for the period and these commissions were paid out.
- Waiting to issue is counted in none of those figures.
The bonus table
- Next paycheck pays on the next Pay Team run.
- Waiting to issue is earned on written sales and pays as they issue.
- Bonus progress lists bonuses not earned yet and shows no amounts.
Base Commission comes first, then one line for each bonus. Details → on a line opens the math and the sales behind it.
Commission Detail lists every sale that pays in this period, grouped by product line, with its premium, rate and what it earned.
On Basic access
A Basic member who opens Payouts sees only their own pay. Clicking the name lists periods, not people, and there is no Pay Team button.
Frequently Asked Questions
What if someone has no commission plan?
The Plan button reads No plan, and the page says that no commission plan is assigned for the period, so nothing is accruing. Assign one in Settings, on the Payouts tab.
Can I look at more than one month at once?
Yes. Click the name in the header, choose Custom Date Range, pick the two dates and press Apply. Clear in the header goes back to the current month.