This is a TUTORIAL on describing (in brief) the ways to process the Commissions and the related steps you need to take care of.
Step 1: Process Remaining Autoships
If you are using a Credit Card gateway system, which means that you are hooked up to a real time credit card gateway, then the first thing you want to do is go retry processing any failed autoships in your system. Go to the System > Charge/Invoice > Unpaid Orders page from the left hand menu.
- This brings up a list of all cards that have failed and how many times you have tried them. Hit the Process link for the respective Warehouse.
- Retry any existing orders that affect the com period you are processing. This ensures that you do not have any members not getting paid due to a gateway glitch or timing issue on payments to their credit card provider. Select the Paid radio option for all the orders and hit Update Orders.
Step 2: Check Invoice Listing
Next, check your invoice listing by reporting invoices for the period you are running. Go to Reporting > Sales > Invoices from the left hand menu.
- For example: to check the invoices for the month of March; set your date range from 1st of March till the end and then click on Submit.
- Confirm that all orders in the system show correctly. Make sure that nobody known to you, are certain has been paid, and still shows as unpaid.
- If there are unpaid invoices, then track down the real cause, i.e. whether this could be a system issue (unlikely). Or if the member has had issues with the payment and if they want to make good or lose commissions. This is just good customer service, not absolutely necessary.
- Fix data issues revealed. If you know there were orders that you processed offline which aren't recorded in the system, be sure to enter them.
Step 3: Perform General Check
Check if the Downlines appears correct by looking up your top distributor (search them via distributor search engine). Then get inside into their Genealogy and Matrix Viewer to verify the report. Once you feel that the things are right in these areas proceed to the next step as follows.
Step 4: Run Commissions
Now you can proceed to run the commission for the current period. Click on System > CommRun in the left hand menu, to go that page.
- The Click on the Run or Re-run button on the period in question. Depending on your company size, the process can take 5 (five) minutes for hundreds of members, a few hours if you have around 10,000 members, a whole day should you have 100,000 members.
- It is best to set the Display radio button to No until you confirm the calculations are correct. To save the preference click on the Upd button.
- Once you have set display option, click Process Comms button at the bottom (or if you are rerunning, the rerun button at top left).
- Wait 5 min if under 100 members, 1 hour if 100 to 1000 members, 2 hours if 1000 to 5000 members, 3 hours if 5000 to 10000 members.
- Check back around these guide times, when complete you will see a PAY button next to that comm period. Do Not press this button.
Note: Please DO NOT click on the Pay button yet.
Step 5: Generate Report
Then check the Generate Report to see if you are happy with commissions. Go to Reporting > Money > CommPeriod from the left hand menu.
- Once you hit Generate, you will see a link marked Download Report Payout Summary c** datetime.csv
- Click to download, save to your computer if you like. The report displays all commissions and types paid to all members.
- Use this report to sanity check that everything appears correct to you. Have a thorough look at the data in question.
- For any member you are curious about, look them up in DistMaint and check their earnings report.
- Even though you have it set to NOT DISPLAY it will still display in Admin for you, just not in members lounge.
- Once you are happy that commissions are OK, you are ready to prepare withdrawals. DO NOT PROCESS CHECKS FROM THIS LIST!!!!!
Step 6: Process Withdrawals
To Process Withdrawals, go to System > Withdrawals from the left hand menu. This is the area where each individual's withdrawal amounts are set.
- YOU MUST TRAIN the Members on how to set this up area in their Back-office, or let INS know what you wish to do by default.
- Our suggested default option is to pay into their Personal Account, so that the distribution can be determined by members.
- This way members can choose to pay autoship the following month with their earnings (funds in Personal Account), or can sign others up with gift certificates using their earnings, or can transfer earnings to another member for the purpose of that member paying autoship etc.
- These are the advanced functions of our INS system that will make you a fortune while saving you a fortune. Hence, It is better to train members to use the system vs, compromising the system's advantages by issuing paychecks each period which haven't been requested.
- Now to start with, Click on the Generate Auto Payment Requests link below the Withdrawals - Pending section.
- Give the system 5 to 10 minutes (in case you have 1000 or more members to process.) to process the requests.
- It is now reading each members preferences for how to be paid and by which payment type you are willing to pay out.
- And then generating the list of all member i.e. whom to pay and by what payment method (as requested earlier).
- The list will be empty if you have not trained members in how to request their money and set up this area of their members lounge.
- Click the System > Withdrawals link on the left hand menu once completed the process as per the instruction.
- You now have lists of the members with amounts arranged by all your accepted payout types (enable in the system).
- Select the currency type for which you want to approve the request in the Withdrawals - Pending section.
- If you only use paychecks, simply click on the View requests - Check. A list will be generated for you to approve.
- Once approved, enter a check number per check/page and a PDF batch will be created to print your checks out with.