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Choose clawbacks when commission was already earned but later needs to be reduced (refunds, cancellations, early termination). Before you post a clawback, decide which period it should impact and whether to link it to the originating deal. Then validate by checking the rep’s period totals and Commission Status for the clawback period.

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When to use this

  • You need clawbacks for churn, refunds, or early cancellation clauses.
  • You need to reverse or adjust payouts after they were initially earned.
  • You want clawback logic to be auditable and explainable.
Today, Core8 does not automatically compute clawbacks from termination/refund fields. The recommended approach is to apply an auditable manual adjustment. Spiffs and adjustments Use a clawback adjustment when:
  • a deal is cancelled after commission was earned
  • a refund reduces commissionable revenue
  • a contract’s early-exit clause triggers repayment of commission
What to do:
  1. Go to Commission → Dashboard (manager view).
  2. Select a specific person and a specific period (don’t use “Show all periods”).
  3. Open the Spiffs & Adjustments tab.
  4. Click Add Adjustment.
  5. Create a new adjustment:
    • Type: CLAWBACK
    • Amount: negative (for example -5000)
    • Period / effective date: the period you want the clawback to impact
    • Linked deal (optional): attach to the originating deal when possible
  6. Save.

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Example

  • Earned commission: $10,000
  • Early termination triggers 50% clawback
  • Post a CLAWBACK adjustment of -5,000 in the clawback period

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Common gotchas

  • Decide (and document) which date anchors the behavior: booking date vs invoice date vs payment date.
  • If the pattern depends on fields from an integration, confirm those fields actually exist in Data Hub and aren’t overridden.
  • Test with a tiny set of deals first, then expand—patterns often “work” but break on edge cases like refunds, partial payments, or split deals.

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How to verify

  • The rep’s period totals should reflect the clawback as a reduction.
  • Use the commission status view to confirm the period state matches your payout process.
Commission status page