Create agent payout statements to record which bookings and adjustments are being paid out to each advisor in their current pay period.
Prerequisites
(Optional) You've added any agent adjustments.
Steps
Navigate to the Commission page from the main navigation.
Click the Due payouts tab to see all payouts ready for payment.
Review the summary showing total amount due to agents and the agency
Click Pay agents in the upper-right corner.
Enter a payout statement name (e.g., "January 2025 Payout").
Each agent's statement will be named with this base name plus a number (e.g., "January 2025 Payout - 1", "January 2025 Payout - 2").
Select the paid date (when the payouts will be processed).
(Optional) Toggle Send payout email to notify all agents via email when creating the statements.
(Optional) If sending email, enter a custom note that will be included in all emails.
Review the summary showing the following detals to ensure everything looks correct:
Total amount to be paid out
Number of agents who will receive payout statements
Total number of bookings
Total number of adjustments
Click Submit.
Payout statements are created for all agents with due payouts, and their commission payouts are marked as paid. If you enabled email notifications, each agent receives an email with their payout statement. Example below:
Next Steps
Congrats! You've successfully reconciled commission and paid out your agents for this pay period.
Downloading payout statements
Agency owners and admins can export a payout statement directly from Commission → Payout Statements using the Export button.
Individual advisors can view their payout statements but do not have an Export button on this page.
Workaround for advisors: To get a CSV of your commission line items, go to Reporting → Your Sales and Expected Commission, filter by the relevant date range, scroll to the bottom of the page, and download the all-bookings report as a CSV.
Troubleshooting: Commission not appearing in Due payouts
If a booking isn't showing up in the Due payouts tab, work through these checks in order:
Has a supplier payment been logged for this booking?
A commission only becomes available for agent payout after you've reconciled a supplier payment against it in the Commission Reconciliation dashboard. Changing the "Eligible for Payout" date has no effect until this step is complete.
→ Go to Commission → Reconciliation, find the booking, and confirm a payment has been logged. If not, add the supplier payment first.Is the "Eligible for Payout" date set to today or earlier?
Even after a supplier payment is logged, the agent's payout will appear as On Hold until the eligible date arrives. If needed, find the booking in the Agent Payouts tab and update the date.
Check your filters.
Make sure no date range or agent filter is hiding the commission from view.
To dig deeper, check out our advanced commission reconciliation guide.