Navigate Sales and Payout

Where: Sales in the left menu · Who: Everyone, but each role sees a different slice The ledger. Every sale, who earned what on it, and what state the money is in. You see the whole workspace. A rep sees only their own.

The three tabs

Tab	What it shows	Status
Sales	Every sale with customer, product, amount, commissions, net amount, date, type, mode and status	✅
Team Earnings	What each rep has earned across all sales, rather than sale by sale	✅
Refund History	Every refund and what it did to the commissions attached	✅

Reps see two tabs, Sales and Refund History. Team Earnings is merchant side only.

Inside one sale

Feature	What you can do	Status
Open a sale	Click any row for the full breakdown of that one sale	✅
The sale summary card	Amount, product, customer, type and the fee breakdown	✅
Payment plan switcher	For a sale paid in instalments, click between instalments and see the commission on each one	✅
Payment plan details	Subscription status, frequency, whether the down payment landed, how many instalments	✅
Failed payment warning	A clear banner when an instalment failed, with the reason	✅
The commission breakdown	Every rep on the sale, their role, rate, commission amount, payout date and status	✅

Changing a sale

Which buttons appear depends on whether the sale was automatic (Paydai took the payment) or manual (you recorded it yourself).

Feature	What you can do	Applies to	Status
Add a rep to a sale	Put someone on a sale who was not credited automatically	Both	✅
Edit the splits	Change how the commission divides across the reps on it	Manual	✅
Change a payout date	Move the date a specific rep gets paid on this sale	Both	✅
Pause one rep’s payout	Hold a single rep’s commission without touching anyone else	Automatic	✅
Pause the whole sale	Hold every payout on this sale at once, then resume	Automatic	✅
Edit a commission by hand	Change a rep’s commission amount before it is paid	Manual	✅
Mark a commission paid	Record that you settled a rep by hand outside Paydai	Manual and outstanding rows	✅
Remove a rep from a sale	Take someone off the sale entirely	Both	✅
Archive a manual sale	Delete a manual sale that should not have been recorded	Manual	✅
Refund commissions	Start a refund from the sale, and pull the commissions back with it	Both	✅

Paydai stops you removing the last rep from a sale.Archiving is blocked once any commission on that sale has been paid.

Commission status labels

Reps ask what these mean more than anything else in the product.

Status	Meaning
Paid	The money has gone out
Scheduled	Has a payout date and is waiting for it
Not Scheduled	Earned, but no payout date set yet
Outstanding	Owed and ready to be paid
Paused	Held, either for this rep or for the whole sale
Failed	The payout attempt did not go through
Withheld	Kept back by the business
Reversed	Clawed back after a refund
Cancelled	No longer payable

Elsewhere

Feature	How to reach it	Status
Refunds page	Every refund request in the workspace in one list. Cmd K, “Refunds”	🔍
Transactions	The raw payment record behind the sales. Fanbasis only	⚙️ 🔍

Walkthrough

Sales and commissions walkthrough

Read the list, open a sale, follow the money to the rep’s bank. Roughly 10 minutes. Recording pending.

​The three tabs

​Inside one sale

​Changing a sale

​Commission status labels

​Elsewhere

​Walkthrough

Sales and commissions walkthrough

The three tabs

Inside one sale

Changing a sale

Commission status labels

Elsewhere

Walkthrough