🧾 Payment Node

The Payment Node is the final step in a compensation rule. It generates payout instructions for each recipient, based on a compensation value (or values) passed in from earlier nodes (e.g., Commission, Bonus, etc.).

It supports:

Multiple phases with configurable payment timing
Conditional withholding of payments
Currency conversion at payment date
Support for both single-record and multi-profile payouts

📦 JSON Representation

{
  "type": "payment",
  "data": {
    "id": "payment",
    "formData": {
      "phases": [
        {
          "id": "phase_1",
          "timing": "next_month" | "end_of_quarter" | "custom" | "conditional",
          "date_field": "deal.$payment_date",
          "filters": { "==" : [{ "var": "deal.status" }, "Approved"] }
        }
      ],
      "recipients": [
        {
          "recipient": "owner" | "team_manager" | "deal.$custom_field"
        }
      ]
    },
    "type": "payment"
  }
}

🧾 Form Data Fields

🗓 `phases[]`

Each phase controls when and whether a payment is issued.

Field	Required	Description
`id`	✅	Unique identifier for the phase
`timing`	✅	When the payment happens: `next_month`, `end_of_quarter`, `custom`, or `conditional`
`date_field`	Required if `timing = custom` or `conditional`	Field from which to fetch payment date
`filters`	Required if `timing = conditional`	JSON logic filters. If false, payment is withheld

👤 `recipients[]`

Defines who receives the payout. Each recipient has:

🧾 Payment Node

📦 JSON Representation

🧾 Form Data Fields

🗓 phases[]

👤 recipients[]

On this page

🗓 `phases[]`

👤 `recipients[]`