Automatic Commission Calculations
Updated over a week ago

Commissions can be tracked and automatically calculated on estimates and invoices. You can choose whether to calculate the commission using a percentage of gross sales, percentage of gross margin, or as a flat rate.


Enabling Commission Calculations

To enable commission calculations, navigate to Company Settings in the left-side menu and click Estimates & Invoices. Then click Advanced in the sub header. On the Advanced Invoice Settings page, toggle Enable Commission Calculations on.

Once this is turned on, new estimates/invoices will automatically calculate commissions based on the default settings.

Click on Enable Commission Calculations Yes

You will then set the default commission calculation method, either as a percentage of gross sales, a percentage of gross margin, or a flat rate. You will then set the Default Commission Rate. When you've set up the commission structure, click Save.

Click on Default Commission Rate


Viewing Commission Calculations

Now that you have a default commission setup, navigate to an estimate/invoice and click on Cost Basis in the header. On this page you can see the automatically calculated commission and click Edit Commission if you want to change the commission amount.

Click on Cost Basis


Have additional questions?

Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.

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