Setting up commissions

This article covers how to set staff commissions for services and products. Commissions can be calculated as a fixed dollar value or percentage % per:

• Hour

• Booking

• Course

• Product

Once commissions are set, please refer to the following articles which outline the commission process and how to pay your staff, including the creation of commission invoices (Recipient Created Tax Invoices):

• Running the commission report

• Creating commission invoices

Setting a commission rate for a staff member

Steps

1. Navigate to Setup > Accounts & Security > Staff & Admins

2. Select the relevant staff member

3. Navigate to the Services tab

4. In the commission column, click the Set Commission link or the existing commission rate for a service

5. Enter  the commission Rate

6. Set the commission Rate in currency ($) or percentage (%)

7. Set commission to be Per hour, booking, or course

8. Click Save

9. Repeat these steps for each service for that staff member

Removing staff commissions

Steps

1. Navigate to Setup > Accounts & Security > Staff

2. Select the relevant staff member

3. Navigate to the Services tab

4. In the commission column, click the existing commission rate

5. Click Remove Commission link in the bottom left of the window

Setting commissions for products

Commissions can be set against products and will be used for any admin product sales. Any web sales that are created by the client will not have a sale’s person allocated, so no commissions will be allocated for those.

Steps

1. Navigate to Setup > Shopping > Products

2. Select the product

3. Under Staff Commission set the commission rate in currency ($) or percentage (%)

4. Click Save

5. For the commission to be allocated to the correct staff member, select them as the Sales Person on the product sale.