Recalculate commission automatically when a deal is refunded or cancelled.
When a deal is refunded or cancelled, the partner commission paid or accrued on that deal must be reversed.
Everstage applies clawbacks and adjustments automatically when the underlying deal reverses, keeping commission aligned with revenue.
Roll Everstage's data into a leadership summary of accrued, paid, cost, and activity.
See commission cost against partner-generated revenue to find the most cost-effective partners.
Track accrued against paid commission with drill-down for the finance MIS pack.
Confirm the refund or cancellation event has reached Everstage.
Review the original commission paid or accrued on the deal.
Apply the clawback or adjustment per the plan rules.
Reflect the adjustment on the partner's next statement.
Record the reason and the adjustment for audit.
**Scenario:** [Partner name] closed a subscription deal worth [currency amount] in [month], earning a [percentage] commission of [currency amount]. In [later month], the customer cancels and requests a full refund. Your plan rules specify a clawback for cancellations. **Step 1:** The cancellation event syncs to Everstage, flagging deal [deal ID]. **Step 2:** You open [deal ID] and see the original commission of [currency amount] paid to [partner name] in [month]. **Step 3:** Everstage applies the clawback rule and calculates a [negative currency amount] adjustment. **Step 4:** The [month] statement for [partner name] shows the clawback as a negative line item, reducing their net payout by [currency amount]. **Step 5:** You add a note: "Clawback applied per plan rules — customer [customer name] cancelled subscription [subscription ID] on [cancellation date]." **Result:** Commission is aligned with actual revenue, the partner sees the adjustment with context, and the audit trail is complete.
When a deal is refunded or cancelled, apply the clawback or adjustment per the plan rules against the original commission, reflect it on the partner's next statement, and record the reason for audit.
Tie each commission to collected payment so unpaid deals are handled correctly.
Define tiers, rates, and rules once with the no-code plan builder.