Sales commissions guide
Commissions connect salesperson performance to posted invoices through prioritized, targeted rules.
Define rules
Create a percentage rule, a fixed amount per unit, or a fixed invoice amount distributed across lines, optionally with a minimum invoice value.
- A rule can target a salesperson, category, or product.
- Rules can be enabled, disabled, and prioritized.
Matching and calculation
The system checks higher priorities first, then prefers product, category, salesperson, and company-wide scope, using the default rate if nothing matches.
- A commission record is created when the invoice posts if the feature is enabled.
- The record retains the commission base, effective rate, and amount.
Approval and payment
A commission starts pending, is approved and marked paid with payment details, or is cancelled while pending. Approval and payment can be performed in bulk.
- Commissions can be summarized by salesperson.
- They can be filtered by status, customer, salesperson, and period.
