Commissions
The Commissions Tab allows you to manage commission rules that are applied to invoices. These rules help calculate commission fees for agents or agencies based on the invoice items. You can set up rules to calculate commissions either as a percentage of the invoice total or as a fixed amount, with various customization options.
You can press the expansion (+) button to the left of a commission rule to view its details.
When you create a commission rule, it becomes an option in the dropdown menu when adding a commission to invoices, so you don’t have to manually calculate or define it each time.
To add a new commission rule, click New Commission Rule. In the modal that appears, you'll need to fill out the following fields:
- Rule Name – Enter a name for the commission rule
- Rule Description – Provide a description of the rule
Click Add to create the rule, and it will be added to the list of commission rules.
Once a commission rule is created, click the Add Commission Rule Item icon next to the rule to add a new commission item.
In the modal that appears, fill out the following fields:
- Description – A brief description of the commission item that will appear on the commission line (e.g., "Commission for tuition fee payments").
- Item Type – Choose whether the commission will be calculated as a Percentage or a Fixed amount.
If Percentage is selected, you’ll see the following options:
- Custom % – Check this box to manually set the percentage rate for the commission (e.g., 10%).
- With Minimum – Check this box if you want to set a minimum commission fee (e.g., $200).
- Restrict Accounts – If enabled, you can select which revenue accounts are included in the commission fee calculation (e.g., 4000 - Tuition).
- Pre/Post Discount – Choose whether the commission is calculated using the pre-discount or post-discount values for invoice items (e.g., choose Post Discount).
If Fixed is selected, simply enter the Fixed Amount for the commission (e.g., $150).
Click Add, and the new commission item will appear under the commission rule.
You can use the edit or delete icons next to both the commission rules and commission items to make any necessary changes.