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 or gross profit of the invoice.
First you'll turn on commission tracking by navigating to 'Company Settings' and clicking on 'Estimates & Invoices' and then 'Advanced' in the sub header. Or click here to go there directly.
On the 'Advanced Invoice Settings' page, toggle on 'Enable Commission Calculations". Once this is turned on, new estimates/invoices will automatically calculate commissions based on the default settings.
You will then set the default commission calculation method, either as a percentage of gross sales or of gross margin. You will also set the commission percentage. When you've set up the commission structure, click 'Save'.
Now that you have a default commission setup, the invoices and estimates in your account will display the commission amount on the Cost Basis page of the Invoice Record. Navigate to an invoice and click on 'Cost Basis' in the header.
On this page you can see the commission amount automatically calculated and click 'Edit Commission if you want to change the commission amount for this particular invoice.
Congratulations! You just set up automatic commission tracking! If you need any help please email us at firstname.lastname@example.org or live chat with us using the blue button in the bottom right corner.