Spiffs: Individual Payment Incentives
Spiffs are payments made to individual people rather than to partner companies — sales rep bonuses, individual referral incentives, performance rewards. They live inside the commission system: you set them up like a commission scheme, but pick a person as the payment target instead of the partnership.
Where to find it: Spiff rules are created in Settings → Commissions; individual entries are managed on each deal's Commission tab; payouts happen on the Payments page.
Who can use this: Team members with the Admin or Partnerships role create spiff rules and edit entries on deals. Only Admins can pay spiffs out.
Spiffs vs commissions
Commission is paid to the partner company — the recipient is the partnership.
Spiff is paid to a specific person — a member of your team or one of the partner's users.
A deal can carry both at once: commission to the company and a spiff to the individual who brought the deal in, tracked side by side on the deal's Commission tab.
Setting up a spiff rule
Go to Settings → Commissions and click New commission.
Enter a label (for example "Sales Rep Bonus") and choose the partner type.
Under Payment Type, select Spiff — "payment to an individual person".
Choose the Recipient Assignment — how the person to pay is determined on each deal:
Lead Creator: Pays the person who created the lead in Journeybee. If the lead has no creator — for example it arrived through a form or synced in from your CRM — no spiff is generated for that deal until you assign someone.
Deal Owner: Pays the person who created the deal.
Manual Assignment: You pick the recipient on each deal individually.
After creating the rule, open it to configure the rest — which partners it applies to (categories, tiers or specific partners, exactly like a commission scheme), and its payment entries: the deal stage that triggers the payment, the schedule (One-off, Recurring or Split) and the calculation (Fixed amount, Percentage of deal value, or Scaling based on a custom field). See Commissions for how entries work in detail.
Managing spiffs on deals
Open a deal and go to its Commission tab. Spiffs sit in their own Spiff Entries section beneath the commission entries, each showing its recipient.
Adding a spiff entry to one deal
In the Spiff Entries section, click Add Spiff Entry.
Choose the type of payment: One-off, Recurring or Split.
Select the payment stage that triggers it.
Pick the recipient — the dropdown lists your team members and the partner's users.
Choose the calculation (Fixed, Percentage or Scaling) and enter the value.
Entries seeded by a spiff rule can be edited or removed per deal in the same place. Editing only reshuffles payments that haven't been paid yet — anything already paid or processing is preserved and subtracted from the recalculated total.
Paying out spiffs
Spiff payments appear on the Payments page with a purple Spiff badge and the recipient's name as the main label (with the partnership shown beneath). Use the Payment Type filter to see spiffs on their own.
They are approved and paid exactly like commission payments — Mark as Paid for payments made outside Journeybee, or Pay via Provider through XTRM. To receive a provider payout, an individual recipient needs an email address and country on record; they register their own wallet from the portal. See Payments for both flows.
The recipient's view
Spiff recipients at the partner see their spiff payments in the portal's Payments room — read-only, and only their own: a partner user never sees another person's spiffs. When a payment provider is connected and spiff payments exist, a wallet switcher appears so they can flip between the partnership's Commission wallet and their personal Spiff wallet. From the wallet card they can Register Wallet and open the provider's own site with Wallet Provider to manage withdrawals — funds are withdrawn on the provider's site, not inside the portal.
Troubleshooting
A spiff wasn't generated. Three common causes: the deal hasn't reached the entry's payment stage; the entry's yes/no custom-field condition isn't ticked on the deal; or the recipient couldn't be determined — Lead Creator and Deal Owner rules find nobody on leads and deals that came in via forms or CRM sync. In that last case, open the deal's spiff entry and assign the recipient manually.
The spiff went to the wrong person. Lead Creator pays whoever created the lead, and Deal Owner pays whoever created the deal — neither follows the users assigned to it afterwards. If your process needs a different person, use Manual Assignment and pick the recipient on the deal.
The recipient can't see their spiff. Portal users only see spiffs where they are the recipient. Check the entry on the deal is pointing at the right person.
The payout is blocked. The recipient must be registered with the payment provider, with an email address and country on record. Register them from the payout dialog or ask them to register their wallet in the portal.
Good to know
A deal can have both commission and spiff payments — they are calculated and tracked separately.
Recipients are not automatically notified when a spiff is created or paid — tell them yourself if you want them to know.
Spiff wallets are per-person: the Wallets view on the Payments page lists every registered commission and spiff wallet with balances per currency.
Spiffs here are part of the commission system. The separate MDF module's incentive programmes are a different feature — see Market Development Funds (MDF).