Correct an installer payout

A payout correction pays an installer extra for a line where the payout was missing or set too low. It is the fix for a pricing mistake found after the customer has already paid.

Who does this. The organisation that owns the order. An installer cannot correct their own payout, so they have to ask.

The money comes out of your payout for that order. The customer is not charged and never sees it.

Make the correction

1. Open the order and find the paid offer.
2. Select Payout correction.
3. Pick the Line to correct. Nothing is selected for you, so pick deliberately.
4. Enter the Extra amount to pay the installer. This is the amount to add, not the new total. The modal shows the current payout for the line and the new total it would produce.
5. Give a Reason, for example that the payout was wrongly configured when payment was made.
6. Select Pay the installer.

Before you do

This cannot be undone in the product. Contact support to reverse a payment made by mistake.

A correction produces no invoice of its own. It reaches the installer in their next payout and appears on that payout’s statement, so the reason you type is the only record of why. Write it for someone reading the books later.

If the amount you enter would pay the installer more than the customer paid for that line, the modal warns you. That usually means the new total was entered where the extra amount belongs.

When the option is not there

Payout correction appears only when all of these hold:

• You are the offer’s merchant, meaning the payment landed in your payment account.
• You have the finance permission with write access.
• The offer is paid. There is nothing to correct against until it is.
• The offer has at least one line whose payout can still be corrected.

When to use something else

Situation	Use
The work grew and the customer must pay for it	Add more offer lines
The customer needs money back	Credit lines
The installer must be paid less	Credit lines, reclaiming the payout