Create commission discrepancy task for sales payout review
Create commission discrepancy task for sales payout review
Your quote and invoice totals for finished jobs sometimes diverge, leaving pay calculations incomplete. Create a review task for payroll and sales to reconcile amounts same day.
Overview
When completed job rows move into your finish group, mismatched quote and invoice totals can block commission payouts and slow payroll. This flow automatically creates a review task for the matched owner and payroll so teams reconcile discrepancies and preserve same-day payout readiness.