| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
Discuss (mail)
|
| Lines of code | 1580 |
| Technical Name |
us_sales_commission_draw_clawback_statements |
| License | OPL-1 |
| Website | https://pokutsoft.com |
| Versions | 18.0 19.0 |
US Sales-Commission Draw
Sales-Commission Draw & Clawback Statements — per-rep draws, recoverable balances, clawbacks and e-signed acknowledgments
Sales-Commission Draw & Clawback Statements — per-rep draws, recoverable balances, clawbacks and e-signed acknowledgments
Key Features
Draw plans
Draw plans — configure recoverable or non-recoverable draws with weekly, bi-weekly, semi-monthly, monthly or quarterly cadence, a default commission rate and a clawback window.
Per-rep recoverable balance
Per-rep recoverable balance — a live running balance per salesperson that tracks exactly how much unearned draw they still owe, with lifetime draw, commission and clawback totals.
Draw vs. commission reconciliation
Draw vs. commission reconciliation — each period nets earned commission against the draw and any prior balance, applies recovery, and pays only the surplus, using correct US recoverable-draw math.
Clawbacks on cancellations & refunds
Clawbacks on cancellations & refunds — reverse a previously earned commission with a linked clawback event, enforced against the plan's clawback window, so cancelled or refunded deals correctly reduce pay.
Itemized statements
Itemized statements — automatically built statement lines (opening, draw, commissions, clawbacks, recovery, payout, closing) that make every figure auditable.
e-Sign acknowledgment
e-Sign acknowledgment — reps review and electronically sign each statement (typed name + drawn signature + affirmative consent), sealed with a SHA-256 tamper-evidence hash of the figures, UETA/ESIGN style.
Dispute workflow
Dispute workflow — a rep can flag a statement as disputed with a reason; managers resolve it with a documented resolution note.
Statement generator wizard
Statement generator wizard — create statements for one rep, a whole plan or all active reps for a period in a single click, pulling in all open commission and clawback events automatically.
Commission event ledger
Commission event ledger — log every earned commission and clawback with a source-document reference, rate and base amount, consumed exactly once by a statement so nothing is double-counted.
Acknowledgment reminders
Acknowledgment reminders — a scheduled action nudges reps who have not yet e-signed an issued statement.
Role-based access
Role-based access — sales reps see and sign only their own statements; managers see and manage everything, enforced by record rules.
Screenshots
Why Choose This Module
A draw is a cash advance paid against future commissions. A recoverable draw must be earned back: any draw a rep does not cover with commission carries forward as a balance they still owe. A non-recoverable draw is a guaranteed minimum that never carries a balance. This module tracks both correctly, reconciles them against earned commission and clawbacks each period, and produces a clean, itemized statement the rep can electronically acknowledge — so the numbers stop being a monthly argument.
Specifications
- Compatible: Odoo 18.0 / 19.0
- License: OPL-1
- Languages: English
- Author: Pokutsoft
- Dependencies: base, mail
- Support: support@pokutsoft.com
Update date: 2026-07-05
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
Discuss (mail)
|
| Lines of code | 1580 |
| Technical Name |
us_sales_commission_draw_clawback_statements |
| License | OPL-1 |
| Website | https://pokutsoft.com |
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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