Pay staff commission on jobs and sales

Available on Standard and above

Commission needs the Standard or Enterprise plan.

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Turned off by default outside India

Outside India, commission starts turned off. Turn it on first in Settings › App & account › Features. See Turn on a feature.

Turn it on in Settings › App & account › Features.

Commission lets your staff earn a share of what customers pay. A technician earns on the jobs assigned to them. On a sale, the person who created it earns. Staff earn when the customer pays, not when the job is created.

Before you start

• Only an admin can set up rates and pay commission. Every staff member can see their own commission.
• Decide each person’s rate: a percentage or a fixed amount, for jobs, sales or both.

Set it up

1. Open Commission in the left menu. On a phone: More › Team & money › Commission.

2. Open the Set up commission tab and click Edit.

3. Turn on Turn on commission. Nothing is earned while this is off.

4. Under Where commission applies, choose Jobs and sales, Jobs only or Sales only.

5. Check the other choices (see the table below), then click Save.

6. Open the Employee commission tab. Click a staff member.

7. For Jobs and Sales, pick Percentage, Fixed amount or None, and type the rate. Make sure Active is ticked. Click Save.

   

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Done!

From now on, each payment on an assigned job or a sale creates a commission entry for that staff member.

The setup choices

Choice	What it does	Starts as
Turn on commission	The main switch. When off, no commission is earned anywhere	Off
Refund commission	When a job or sale is refunded, take the matching commission back automatically, or keep it	Take it back
Where commission applies	Earn on jobs, on sales, or on both	Jobs and sales
Fixed-amount commission is earned	Shown once someone has a fixed amount. Choose when it’s earned if the customer pays in parts: as they pay, on the first payment, or only when fully paid	As the customer pays
Auto-approve entries	When on, every entry counts at once. When off, you approve each one	Off
Close the finished month on day	On this day each month, the month before is frozen so it can be paid. Or choose Manual only	Manual only

Changes to the setup apply to new payments only.

Approve and pay

1. Open the Breakdown report tab. It lists every entry: earned, refunded, corrected or added by hand.

2. Tick the entries that are right and click Approve selected. Use Reject for any that are wrong. Only approved entries count towards a payout.

3. To add a bonus or take money off, click Add bonus / deduction.

4. Open the Periods tab. Each month moves from open, to locked, to paid.

5. When you’ve paid someone, click Mark period as paid and add a payment reference if you like.

What staff see

Each staff member opens Commission and sees My commission: what’s approved and counts towards their payout, and what’s still awaiting approval.

Good to know

• Missing commission. Commission was off, nobody was assigned, or the person had no rate? In Breakdown report, use Missing commission to look up the job or sale by its number and add it.
• Someone left. Untick Active on their rate. They stop earning, and what they already earned stays payable.
• A percentage or a fixed amount, never both, for each of jobs and sales.
• Advance payments count. Money taken as an advance earns commission like any other payment.