What is a clawback?
In QuotaPath, a clawback is a payout with a negative earnings amount. Clawback records appear on the Payouts page in the Overpaid section. Once scheduled, they appear as negative amounts on the Export tab (for Admins) or Resolved tab (for non-Admins).
Clawbacks are recorded per component (the earnings rule on the deal), not once per deal. If a deal earns on more than one component, you may see more than one clawback row for that deal.
Deleted deals that have completed payouts surface as clawbacks, not as discrepancies. A removed deal does not appear on the Approvals discrepancy table; the clawback row(s) stay on Payouts (often with a greyed-out deal name and no link to deal details).
Why Clawbacks appear
Clawback records 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 in 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":
Dismissing a clawback
If you don't want to or don't intend to process a clawback, and you want to dismiss it, you can do so on the Payouts page. Refer to our Dismissing Clawbacks article here.
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.