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How to setup Commission tracking

Commission Tracking Overview

This tutorial explains how to setup commission tracking as well as the steps that are needed to tracking specific types of commissions.

Commission Tracking Setup

To track commissions you must do the following:

  1. The employee commission rate must be setup
  2. If you are doing commission tracking off of invoices or payments the employee must either be manually added to an invoice or the option to automatically have an employee added to the invoice when the invoice is created must be selected.
  3. If you are doing commission tracking off of events/sessions/appointments then the event/session/appointment must be linked to the invoice
    1. Click here for a tutorial on how to link a event/session/appointment with an invoice

How to Set the Commission Rate for an employee

Click here for a tutorial on how to setup the commission rate for an employee

How to Have an Employee Automatically Added to an Invoice

Click here for a tutorial on how to have an employee automatically added to an invoice

How to manually Add An Employee to an Invoice

  1. Create a new invoice or edit an existing invoice
    1. Click here to view a tutorial on how to create or edit an invoice
  2. Click on the Employees tab
  3. Click the Add Employees button
  4. Click the Save button