Accruals earn automatically as clients pay invoices. Payouts are the packaging step — grouping earned accruals into per-employee payments you can actually run through payroll.
Building a payout
- Owner → Team → Commissions → Payouts → "Build."
- Pick a period (start and end date — typically the previous month).
- The system groups all
earnedaccruals in that window by employee, skipping any already assigned to another payout. - Review the totals. If you need to exclude a specific accrual, adjust before approving.
- Click "Approve." Payouts flip from
drafttoapproved. Pick a payout method (check / ACH / payroll export) and record an external reference if applicable.
Marking as paid
When you actually run payroll (via Gusto, ADP, QuickBooks, or manually), come back here and click "Mark paid." This:
- Flips the payout to
paidstatus. - Flips all constituent accruals to
paidwith today's date. - Locks the accruals — they can no longer be modified.
CSV export for payroll
On any payout, click "CSV." Get a two-section export:
- Header row: payout ID, employee, period, total, line count.
- Detail rows: one per accrual, with client, invoice, commission amount, plan snapshot.
Import this into your payroll system. Most shops just add it to their payroll run as a bonus line.
Run payouts monthly, not annually. Employees expect regular commission cycles. A shop that pays commissions annually has a morale problem by November of year two.
Gusto / ADP / QBO integrations
Direct payroll integration is on the Q3 2026 roadmap. Gusto is the first priority since it is the most common payroll system among Servicio customers. Until then, CSV export is the workflow.
If you approve a payout and then find an error, you can unapprove it (moves back to draft) as long as it is not yet marked paid. Paid payouts are locked. To correct a paid payout, you would issue a separate adjusting accrual or handle the correction in payroll.