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.
Review the batch summary showing:
Number of agents who will receive payout statements
Total number of commission payments
Total number of adjustments
Total amount to be paid out
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.
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.
To dig deeper, check out our advanced commission reconciliation guide.