Manage payees on a crediting transaction

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  • Updated on Feb 17, 2026
  • Published on Jan 21, 2026
  • 2 minute(s) read
  • CC
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Payees on a crediting transaction are primarily set up in the Credit & Payees split section of the crediting rule.

Manage payees on an individual transaction

You can manage payees on transactions individually.

  1. Go to Commissions > Crediting Rule.

  2. Find and select the crediting rule where you want to update the payees for a transaction.

  3. Click Transactions tab.

  4. From the Transactions table, find the transaction you want to manage payees.

  5. Click the menu â‹® > Edit Payees, manage payees as needed:

Change the payee split or quota retirement percentages.

  1. For the payees you want to update percentages, click on the Split % or Quota Retirement % fields.

  2. Update the number in the field.

  3. Press Enter.

You can add payees ad-hoc to a transaction when they do not fit the payee splits criteria.

  1. Complete the following fields:

    Field

    Description

    Select User

    Select the name of the user you want to add.

    Role

    Select the role for the user you want to add the split to.

    Split %

    Type the percentage for the split the payee will receive for that role.

    Quota Retirement %

    Type the percentage for the quota retirement the payee must reach for commissions on that transaction.

  2. Click Add.

  3. Add as many payees ad-hoc as you need.

  1. Find the payee you want to remove.

  2. Click Remove.

Excluded payees display with red and are crossed out. They are not included in the commissions calculations for that transaction. You can only exclude payees that originated on the transaction.

  1. Find the payee you want to exclude or include.

  2. Click the menu â‹® and select the available option:

    • Exclude Payee: Included payee you want to exclude.

    • Include Payee: Excluded payee you want to include.

  1. Click Update Payees.

Manage payees on multiple transactions

You can manage payees from multiple transactions simultaneously.

  1. Go to Commissions > Crediting Rule.

  2. Find and select the crediting rule where you want to update the payees for a transaction.

  3. Click Transactions tab.

  4. Select all the transactions you want to manage payees on.

  5. From the Transactions toolbar, click Actions > Bulk Edit Payee.

Change the payee split or quota retirement percentages.

  1. For the payees you want to update percentages, click on the Split % or Quota % fields.

  2. Update the number in the field.

  3. Press Enter.

You can add payees ad-hoc to a transaction when they do not fit the payee splits criteria.

  1. Click Add Payee.

  2. On the new row, complete the following fields:

    Field

    Description

    Select payee

    Select the name of the user you want to add.

    Role

    Select the role for the user you want to add the split to.

    Split %

    Type the percentage for the split the payee will receive for that role.

    Quota %

    Type the percentage for the quota retirement the payee must reach for commissions on that transaction.

  3. Add as many payees ad-hoc as you need.

You can only remove payees that were added ad-hoc to transactions.

  1. Find the payee you want to remove.

  2. Click the menu â‹® > Remove Payee.

Excluded payees display with red and are crossed out. They are not included in the commissions calculations for that transaction. You can only exclude payees that originated on the transaction.

  1. Find the payee you want to exclude or include.

  2. Click the menu â‹® and select the available option:

    • Exclude Payee: Included payee you want to exclude.

    • Include Payee: Excluded payee you want to include.

  1. Click Save & Exit.