If there's a clawback you don't intend to recover, you can dismiss it. Dismissing removes the clawback from your Overpaid view and from your clawback totals, and the member keeps their original payout amount.
Dismissing a clawback is an admin-only action.
Note: This capability applies to clawbacks that appear on the Overpaid tab within the Payouts page.
Dismiss a single clawback
Go to the Payouts page and open the Overpaid tab. (Clawbacks can only be dismissed from the Overpaid tab)
Find the clawback you want to dismiss and open the row's menu (the three-dot icon).
Select Dismiss.
In the panel that opens, review the deal name, owner, and clawback amount to confirm you're dismissing the right record.
Choose a reason for the dismissal. A reason is required before you can continue.
Add a note if you want to capture more context. The note is optional but will appear on the Dismissals page for your records.
Check the acknowledgment box to confirm you understand that dismissing this clawback prevents future clawbacks from being generated for this deal.
Select Dismiss Clawback to confirm, or Cancel to close without dismissing.
The clawback is removed from the Overpaid table right away.
Dismiss clawbacks in bulk
To dismiss several clawbacks at once:
On the Overpaid tab, use the checkboxes to select the clawbacks you want to dismiss or select all.
Select the bulk Dismiss action from the menu.
Review the total amount in the panel.
Choose a reason, add an optional note, and select Dismiss Clawback. The selected reason and note would apply to all of the selected clawbacks.
All selected clawbacks are removed from the Overpaid table together.
What happens when you dismiss a clawback
The clawback is removed from the Overpaid tab.
The clawback is excluded from your payout CSV export and from the clawback count on your home dashboard.
Members no longer see the clawback(s) in their view and they keep their original payout amount
The original payout record remains untouched.
For record keeping, the dismissed clawback will appear in the Dismissals page
The dismissal prevents future clawbacks from being generated for this deal; so it remains in effect even if the underlying CRM data changes later. Once a clawback is dismissed, QuotaPath won't generate future clawbacks for that deal unless the dismissal is reversed.
When to dismiss a clawback
Dismissing is best treated as a deliberate, lasting decision, not a way to temporarily hide a clawback. Once you dismiss a clawback, QuotaPath stops generating clawbacks for that deal going forward, and it won't resurface on its own. It's the right tool only when you've reviewed the clawback and decided you won't recover it.
Good candidates to dismiss:
The deal was deleted from your CRM and there's nothing left to act on.
The rep has left the company and you won't be recovering the amount.
You're choosing not to claw back as a goodwill or policy decision for example, territory changes that weren't the rep's fault, or a policy of not clawing back once a period is closed.
The payout was valid when it was made, and a later data or plan change generated a clawback you don't consider legitimate.
The amount is too small to be worth pursuing, such as rounding or billing-sync differences of a few cents.
Examples when not to dismiss:
You intend to recover the money at a later time. Dismissing waives the clawback. If you plan to collect it, leave it on the Overpaid tab and recover when you’re ready instead.
The value might still change or you are expecting it to change. If the clawback could resolve on its own, the deal value may correct, or it's tied to payout timing or eligibility that hasn't settled, leave it on Overpaid until it does. Dismiss only once you're confident the situation is final.
You only want to forgive part of the amount. Dismissing removes the full clawback. There's no partial dismissal today, so if you want to recover some of it, handle it on the Overpaid tab rather than dismissing the entire clawback record.
If circumstances genuinely change after you've dismissed, you can undo it from the Dismissed tab to allow future clawbacks to be generated.
View your dismissed clawbacks
Dismissed clawbacks live on the Dismissed tab of the Payouts page, alongside Payout and Export on the right-hand side. The tab is admin-only and shows a count of everything that's been dismissed.
Each row shows the deal name, deal date, dismissed amount, the date it was dismissed, the deal owner, who dismissed it, the reason and any note, and the related plan and component. You can sort by most columns, search by deal name, and filter by deal owner and deal date to find a specific record.
Undo a dismissal
Undoing a dismissal re-evaluates the record against current earnings. If an overpaid amount still exists, the clawback returns to the Overpaid tab and is available to recover. The amount may differ from before, or no clawback may appear, if earnings changed while it was dismissed.
To undo a single dismissal:
Go to the Payouts page and open the Dismissed tab.
Find the record you want to restore and select Undo in the Action column.
In the confirmation modal (Undo Dismissal), review the notel, then select Confirm and Undo.
The row leaves the Dismissed tab. If an overpaid amount still exists, a clawback will reappear on the Overpaid tab at its current amount , in addition to rep views, home page tasks, and payout totals.
Undo dismissals in bulk
On the Dismissed tab, use the checkboxes to select the dismissals you want to restore.
Select Bulk Undo from the selection bar.
In the confirmation modal, review the list of records under "The following will be undone," then confirm.
All selected rows leave the Dismissed tab. Each is re-evaluated against current earnings, so any that still have an overpaid amount reappear on the Overpaid tab at their current amounts.