Commissions

Commissions

Commissions tracks what your sales agents have earned on the invoices they brought in. It pulls commission per invoice across a date range so you can see what is owed to whom before a payout run, rather than working it out from the sales ledger by hand.

Where to find it

Go to Sales > Commissions.

Filters

FilterWhat it does
Commission AgentOne agent, or All Commission Agents.
DateThe period to report on. A valid date range is required before the report will run.
The screen refuses to run without a valid date range. That is deliberate — commission across all time is rarely the question, and the period is what a payout is calculated on.

Adding a commission

Add Invoice Commission records commission against an invoice, linking the agent to the sale they earned it on.

Using it before a payout

  1. Set the period you are paying for.
  2. Filter to one agent, or leave it on all to see the whole payout.
  3. Check the invoices behind each figure — commission on an invoice later credited should not be paid.
  4. Pay through the normal payment routes; this screen reports rather than pays.

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