Setup: Payment Categories Tab

Payment Category allows Admins to group-specific Payment rules under one header for easier reporting and analysis. To associate a payment category to an already created payment rule or to create a new payment category go to Setup > Payment Category.

A: Define Payment Categories

Admins can click New Category to add a new, customized group.

This will then show under section A of the payment rule once the changes are saved on the Payment Category page:

B: Associate The Category To Existing Plans

Admins can quickly associate a category to an existing payment rule.

When it comes to categorizing a payment rule Admins have the option to hide a payment rule from the Commission Statement by Customizing the Option.

With that in mind, Commission Statements may have Missing Deal Details, but XCPayoutDetails will show the details because of this kind of customization. 

Section A: Payment Rules:

To label each payment rule:

1. Go to Plans > Edit Plans > Define Payments
2. Select the Plan, then select the payment rule missing details
3. In section A click “Additional options >>”
4. Under “Payment Category will appear on report and dashboards” select the category option.

Default Payment Categories: There are two default categories - Bonus and Commission. In section B of the payment rule: How Would You Like To Pay People?

• If Commission (% rate per deal) or Commission (amount per widget) is selected, the payment category is automatically set to Commission.
• If Bonus (lump sum) or Advanced Contest [non cash] is selected, the payment category is automatically set to Bonus.