Payments

The Payments page is where you track and pay everything your deals owe your partners — commission to partner companies and spiffs to individuals. Payments are generated automatically from your commission schemes as deals progress; you approve them, then either record them as paid outside Journeybee or pay them out through your connected payment provider.

Where to find it: Payments in the main navigation.

Who can use this: Admins only, with the Payment tracking module enabled. Partners get a read-only view in their portal.

How payments are created

You do not create payments by hand. Your commission schemes define, per partner, which deal stage triggers a payment and how the amount is calculated — when a deal reaches (or passes) that stage, the payment appears on the Payments page. A scheme entry can also require a yes/no custom field on the deal to be ticked before the payment is created.

In brief, a scheme combines a partner type, a payment type (Commission to the partner company or Spiff to an individual), targeting by category, tier or specific partners, and one or more payment entries — each with a trigger stage, a schedule (one-off, recurring or split) and a calculation (fixed amount, percentage of deal value, or scaling). Recurring entries generate one payment per instalment on a weekly, monthly, quarterly or yearly schedule.

Setting schemes up has its own guide — see Commissions, and Spiffs for individual incentives. Each deal's entries stay editable on its Commission tab, and when manual overrides are enabled for your company you can replace a deal's calculated commission with a fixed amount, a note and a supporting document.

The Payments page

Payments are shown in four views:

To be paid: Payments that are due and not yet paid. This is the default view. Future instalments of recurring schedules stay hidden until their due date arrives.
Processing: Payments currently being paid out through your payment provider.
Paid: Completed payments.
Wallets: Every registered beneficiary wallet — partner commission wallets and individual spiff wallets — with a balance per currency. Only appears when a payment provider is connected.

Each row shows the partnership (or spiff recipient), the lead, due and completed dates, status, amount, deal value, and who approved it. Filter by partner, payment amount, deal value and payment type (Commission or Spiff), or search by partner and lead details. Clicking a row opens the deal it belongs to.

Approving payments

Every payment must be approved before it can be paid. Tick the checkmark in the Approved column to approve a payment — the column also records who approved it. Both payout methods below only accept approved payments.

Paying partners

Mark as Paid (paid outside Journeybee)

Use this when you pay partners through your own banking or invoicing process and just want Journeybee to reflect it:

Click Mark as Paid. All eligible payments are pre-selected — untick any you don't want to include.
Choose the payment date.
Optionally add an external invoice ID and attach the invoice file (stored securely).
Confirm with Mark as Paid.

Marking as paid is permanent — there is no undo, so double-check the selection first.

Pay via Provider (XTRM)

With XTRM connected as your payment provider you can pay partners directly from Journeybee. Connect it under Settings → Integrations — see XTRM Payment Provider.

Pick your funding wallet from the wallet selector at the top of the page.
Click Pay via Provider and select the payments to pay out.
Review the recipients. Anyone not yet registered with the provider can be registered from the dialog — recipients need an email address and country, and partner companies also need a phone number.
Click Initiate Payout.

Payments move to Processing while the provider transfers the funds, then to Paid — you'll see progress notifications along the way. The payout is made in each payment's own currency, so your funding wallet and the recipient's wallet must both hold that currency.

Payment statuses

Not paid: Created and waiting to be paid.
Processing: The payment provider is transferring the funds.
Paid: Completed — either marked as paid or paid out via the provider.
Failed: A provider payout did not complete. The payment returns to the To be paid pool so you can retry.

Approval is separate from status — the Approved column can be ticked on any unpaid payment, and a payment can be due without being approved yet.

The partner's view

Partners with a Payments room see their own payments in the portal, read-only, in the same To be paid / Processing / Paid views. When a payment provider is connected they also see their wallet: the partnership's Commission wallet, and for spiff recipients their personal Spiff wallet. Partners register their own wallet from the portal and manage withdrawals on the provider's website via the Wallet Provider button — money is not withdrawn inside Journeybee.

Troubleshooting

A payment wasn't generated after a stage change. Check the scheme entry's trigger: the deal must reach the entry's payment stage, and if the entry requires a yes/no custom field, that field must be ticked on the deal. For spiffs, the recipient must also be resolvable — see Spiffs.
An expected payment isn't in To be paid. Future instalments of recurring schedules only appear once their due date arrives.
The Payments page is missing. It is visible to Admins only, and needs the Payment tracking module enabled for your company.
Pay via Provider or the Wallets view is missing. They appear once a payment provider is connected under Settings → Integrations.
A payout is blocked in the dialog. A recipient is unregistered or missing details (email, country, or phone for companies), doesn't have a wallet in the payment's currency, or your funding wallet's currency doesn't match. Fix the highlighted recipient and try again.
A payment is stuck in Processing. Journeybee checks with the provider periodically and updates automatically — large payouts can take a while. If it eventually shows Failed, it returns to To be paid; re-register the beneficiary if the failure mentions verification, then retry.

Good to know

Payments are generated from commission schemes — to change what gets paid, edit the scheme or the deal's Commission tab entries, not the payment.
Each deal's Payments tab shows the same records scoped to that deal.
Spiff payments carry a purple Spiff badge and show the individual recipient — see Spiffs.
Invoice files attached when marking payments as paid are stored privately and can be downloaded from the payment row.
Commission analytics — paid versus pending, per-partner performance — live on your dashboard. See Commission Analytics.