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Prorate yearly payments

Spread the commission from a yearly payment over 3, 6 or 12 months instead of paying it all at once.

Written by Nick

When a customer pays for a year up front, you may not want to pay the partner a full year's commission at once, especially if the customer could ask for a refund. Prorating splits yearly payments into smaller periods, so the commission is spread out.

  1. Go to Flows, click ⋯ next to the flow and choose Edit flow.

  2. Open step 3, What's the flow's action.

  3. Under Options, click Add option and choose Prorate yearly payments.

  4. Choose the period: 3 months, 6 months or 12 months.

    Flow options with Prorate yearly payments set to 12 months
  5. Click Save.

New yearly payments that this flow matches are now split into the period you chose. Monthly payments aren't affected.

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