How Paybility took agent commissions off the CEO’s plate

Will Hall was rechecking commissions every month and answering fifteen questions after every statement. Now he does neither, and the month closes before his operator’s shift ends.

October 20264 min readWith Will Hall, Grace Escuadro and Brandon Muse
01 · The cost

Commissions were taking the CEO’s month, not just the operator’s

Grace ran commissions in a spreadsheet, one processor at a time, up to a day or two each. Formulas got missed, so Will carved out time every month to recheck her output before anything went out. Then the statements went out as PDFs, one email at a time, and the questions came back, account by account.

Everybody’s like, oh yeah, that’s cool. But hey, what about this account? What about that account? Now we’re getting fifteen people responding back saying check this, check that. I just didn’t want to deal with it anymore.

Will Hall · CEO
02 · The fix

Configured once, then the month is a review

Rates, splits and affiliate emails live in one place. Each month Grace uploads the processor files as they arrive, reviews what changed, and locks and publishes. Agents get their commission report by email and in their own portal.

  1. 01Upload processor files as they arrive
  2. 02Review only what changed
  3. 03Lock and publish the month
  4. 04Agents get their report by email and in their portal
Sample agent statement PDF
The statement that lands in each agent’s inbox: merchants, shared accounts, overrides, incentives and adjustments, down to one total. Demo data.

I used a timer the first time I ran July payroll in SplitRun. I finished before my shift ended. I feel more calm, more confident now, because we configured it already and I don’t have to remember everything.

Grace Escuadro · Operations
03 · What he got that he didn’t ask for

The questions stopped. The history started.

Last month’s statements drew three questions, none of them about the calculation. Every agent sees the same numbers Grace sees, in their statement and in their portal, so the arguing moved to where it belongs: which split applies to a new account.

The month used to be set aside once reps were paid. Now the months stack. Will uses them to see year to date, which accounts are trending down, which are processing at a loss and why, and to check his own numbers against the accountant’s.

We would do the payroll and then set it aside until the next one came out. I’m not going to say we did a great job keeping up with where we were year to date. Now you go back and say, here’s where we are, here’s what we did last month, here’s what we’re trending for the year.

Will Hall · CEO

What he tells other ISOs

When a peer on several payment processors asked how Paybility keeps payouts straight, Will introduced him to SplitRun the same week.

If we were only on one payment processor, I’d have them pay the people and be done with it. But when you have several and everybody’s doing it for you, you want more control over it. We found SplitRun and it became an automated process. For the reasonable amount we pay a month, it was an instant solve.

Will Hall · CEO
See what Paybility’s agents see.

A sample statement on demo data, every line traced to its processor report. Then a short call to talk through how your month would run.