Batching Out is the process of applying adjustments (Prior period Balance Forwards, Payout Fees, Minimum Check Amounts, and Manual Adjustments) to each rep's payout for the selected bonus run. It also assigns reference IDs to each payout record. Until this step is processed, a rep's official and final payout amount will not be applied or viewable to the rep on Revolution.
Even if no one earned in the period, Step 4: Batch Out should always be processed for any committed bonus period in order for the system to recognize the period as "complete".
¶ Instructional Video
¶ Step 4: Batch Out
From the Commission Run dropdown, select the commission period for which you wish to generate a payout file. This will default to the period you last ran in Step 2.
¶ Date of Payout
In the Date of Check/Payout field, enter the Date that should be published on the Check or included in the payout file. This will default to today's date and should only be modified if you will not be providing the payfile to your processor until a future date, or in the case of physical checks, you wish to backdate the payout.
¶ Reference number
For each payout method there will be a starting Ref #. This will update automatically to the next available reference number, so you should not need to change this unless there are extenuating circumstances.
This is a payout record reference number and will automatically take up the next sequential number from the last payout file you generated. This means that if the last payout record generated by Freedom was #24, the reference number 25 will automatically be populated in the Reference # field in Step 4.
If you offer more than one payout method as is shown in the above screenshot, you will see Ref # fields for each active payout method.
Most payout processors require the reference number to be a sequential integer unique to each payout record, meaning that the number has never been associated to a prior payout record and will never be used again in any future payout record. Because of this, we do not recommend modifying this value once you have batched out any bonus period in Freedom.
¶ Process
After verifying the data entered is accurate, click Process. Once the Batch Out process has completed, you will automatically be taken to Step 5: Generate Payout File.
¶ Additional Bonus Information
For additional bonus help, see the following pages:
Bonus Reports
Bonus Research