US Sales-Commission Draw
Sales-Commission Draw & Clawback Statements — per-rep draws, recoverable balances, clawbacks and e-signed acknowledgments
Sales-Commission Draw & Clawback Statements — per-rep draws, recoverable balances, clawbacks and e-signed acknowledgments
Key Features
Draw plans
Draw plans — configure recoverable or non-recoverable draws with weekly, bi-weekly, semi-monthly, monthly or quarterly cadence, a default commission rate and a clawback window.
Per-rep recoverable balance
Per-rep recoverable balance — a live running balance per salesperson that tracks exactly how much unearned draw they still owe, with lifetime draw, commission and clawback totals.
Draw vs. commission reconciliation
Draw vs. commission reconciliation — each period nets earned commission against the draw and any prior balance, applies recovery, and pays only the surplus, using correct US recoverable-draw math.
Clawbacks on cancellations & refunds
Clawbacks on cancellations & refunds — reverse a previously earned commission with a linked clawback event, enforced against the plan's clawback window, so cancelled or refunded deals correctly reduce pay.
Itemized statements
Itemized statements — automatically built statement lines (opening, draw, commissions, clawbacks, recovery, payout, closing) that make every figure auditable.
e-Sign acknowledgment
e-Sign acknowledgment — reps review and electronically sign each statement (typed name + drawn signature + affirmative consent), sealed with a SHA-256 tamper-evidence hash of the figures, UETA/ESIGN style.
Dispute workflow
Dispute workflow — a rep can flag a statement as disputed with a reason; managers resolve it with a documented resolution note.
Statement generator wizard
Statement generator wizard — create statements for one rep, a whole plan or all active reps for a period in a single click, pulling in all open commission and clawback events automatically.
Commission event ledger
Commission event ledger — log every earned commission and clawback with a source-document reference, rate and base amount, consumed exactly once by a statement so nothing is double-counted.
Acknowledgment reminders
Acknowledgment reminders — a scheduled action nudges reps who have not yet e-signed an issued statement.
Role-based access
Role-based access — sales reps see and sign only their own statements; managers see and manage everything, enforced by record rules.
Screenshots
Why Choose This Module
A draw is a cash advance paid against future commissions. A recoverable draw must be earned back: any draw a rep does not cover with commission carries forward as a balance they still owe. A non-recoverable draw is a guaranteed minimum that never carries a balance. This module tracks both correctly, reconciles them against earned commission and clawbacks each period, and produces a clean, itemized statement the rep can electronically acknowledge — so the numbers stop being a monthly argument.
Specifications
- Compatible: Odoo 18.0 / 19.0
- License: OPL-1
- Languages: English
- Author: Pokutsoft
- Dependencies: base, mail
- Support: support@pokutsoft.com
Update date: 2026-07-05