Overwrite, split and export payments

Updated 1 year ago by CSM Team

The Payments page lets you view and manage all payment records in one place. Let's find out what you can do with payment reporting on Amalia.

The first section of Payments page shows three top metrics that summarize commission payout for the current period.
1. Total commission: This metric represents all commission payout generated in the current period, no matter the expected payment period. Total commission is always the sum of Total paid and Total remaining.
2. Total paid: This metric represents all commission payout generated and expected to be paid in the current period.
3. Total remaining: This metric represents all commission payout generated in the current period but expected to be paid in a future period.

The bottom section shows you the data behind the three summary metrics.
Each row shows a unique payment for a specific member in a specific period. Each unique payment could be matched to either a specific deal and/or a specific commission rule (or a challenge or a manual adjustment).
1. You can filter the table on achievement period, member, commission plan, commission rule and payment period.
2. You can perform a keyword search on all columns in the table.
3. You can show/hide and record columns in the table.
4. You can sort records on each column.
Sometimes you might need to defer a payment for a later period. You can do so by performing an overwrite on a specific row to change its payment period.
1. Hover your cursor over the payment period column and click on the "Overwrite" button.
2. Select the desired new payment period from the dropdown.
3. The updated cell value will appear purple after the overwrite.
You can split each payment by scrolling to the rightmost side of the table.
1. Click on the "Split" button for the record you want to split.
2. Click on the plus button "Add split part."
3. Select a payment period for the split payment and enter a percentage or an absolute value for the new split payment.
Finally, you can export the table from the current view using the "Export payments" button in the top-right corner. We will start the export right away and notify you when the export is ready for download.