In QuotaPath, a 'clawback' refers to any payout with a negative earnings amount. Clawback records will appear on the Payouts page in the 'Overpaid' section. These records will automatically appear for one of three reasons:
A deal's earnings were negative (and approved on the Approvals page if the approval workflow is enabled your workspace)
A deal's earnings changed and created a negative discrepancy, which was then approved on the Approvals page
A deal that was previously paid out was removed from the workspace. Deals can be removed from the workspace by:
Deleting the deal (if the deal was manually added)
Editing the integration mapping
Removing the plan data lock
Editing the deal directly in your integration source
If the deal falls into the third category above of no longer existing in the workspace, QuotaPath will maintain the payout record, however a clawback record will be automatically generated on the payouts page. Since the deal no longer exists in QuotaPath, the deal name will not contain a hyperlink to the deal detail page and will instead appear as being "greyed out":
To learn more about how to troubleshoot missing deals, please refer to this article.
In order to schedule a clawback record for payment, please refer to this article.