Payouts Eligibility lets you define rules on a plan component so QuotaPath can automate when earned commission is eligible to be paid. Rules are either eligibility by invoice (an amount field) or eligibility by date (one or more date fields). Only admins can create or edit these rules. The terms are attached to the integration mapping, so they are shared anywhere that mapping is used.

Availability depends on your workspace tier:

Non-admins can see configured rules but cannot edit them.

Admins set payout terms on each component from Plans (not from the Payouts dashboard). Open the component and use the Setup Payout Terms button. If that button is disabled, the component does not have an integration mapping yet — map the component first, then return here. Payout eligibility terms are attached to the integration mapping, so anywhere that mapping is used (another component or plan), the same payout terms apply. You can define payout eligibility by either invoice or date.

Eligibility by invoice allows users to determine the proportion of payouts eligible based on the proportion of invoices paid. For example, if the total invoice received amount is $5,000 and the total deal value is $10,000, 50% of the earnings will be eligible. Though invoice is the term used here, you can use any amount field.

Eligibility by date enables users to select up to six (6) dates from your CRM that determine when payouts are eligible. For example, 50% of payouts eligible available on the deal close date, and 50% of payouts eligible on another date.

Once eligibility rules are configured, the earnings table will display rule type and value in the expanded deal view, so you can see exactly which rule is applied and what value is driving eligibility for each deal. Deals or components without an eligibility rule will show "No eligibility applied."

The earnings table also includes a payable amount to date column, giving you a running view of how much is actually available to be paid per deal without having to go through the full approval workflow to find out.

On the Deal Details page, you'll see a per-component breakdown of the rule type, the field used, and the rule value. If a calculated field is used for an eligibility rule, it will be noted with a tooltip and description.

The Payouts page has two tabs, and they are named differently depending on your role in QuotaPath.

For more on the Payouts page, review this article.

First, on the Earned or Payout tab, you will see options for All Owed, Eligible/Payable, and Overpaid. The table at the bottom of the Payouts dashboard provides a comprehensive view of all deal information in one easy-to-read format. If you have eligibility rules in your plan components, you will see a column in this table that shows which payouts are Eligible.

The Eligible and Overpaid tabs provide a simplified view of deals that match only these criteria (i.e. only deals with eligible earnings, or deals with clawbacks pending). If your plans have eligibility rules built into the components, it is suggested that Admins schedule payouts in this Eligible tab so as to avoid accidentally paying out owed, but not eligible, earnings

If your components are using amount-based Payout Eligibility Rules, as opposed to dates, it is possible that your eligible earnings amounts will, at times, show as being higher than your approved and owed earnings.

QuotaPath calculates eligible earnings proportionally based on the relationship between the deal value and the total payout eligibility amount. For example, if the invoice paid total (eligibility rule value) is $100,000 and the deal value is $80,000, the eligible earnings will be 25% higher than the approved earnings because the eligibility rule value is 25% higher than the deal value.

In the payout table on the earned page, you will see these values shown in red like below. This is intended to make it clear where the eligible amount is higher than the owed amount and reduce the possibility of overpayment. When paying these out, if you do not intend to pay more than the owed amount, be sure to select these records and choose the "Payout Owed" action instead of "Payout Eligible."

You can also filter by eligibility through date on the Payouts dashboard using the "Eligibility as of Date" filter. Set an end date to define your eligibility window and the results will show deals that became payable on or before that date, with payable amounts that reflect the cutoff date, not today's figure. This replaces the manual export, sort, and delete workflow for teams isolating what's payable for a specific period.

The filtered results include:

If you have any other questions, please don't hesitate to reach out to us!