Creating a Pre-Commission/Commission

Requirements:

• Requires the Elite Version to enable the Commissions Add-on.
• Requires the Commissions Add-on is enabled to be able to Request/Create Commissions.
• Click here to learn how to turn this feature on and set it up.

 How To:

From a Job's Overview page, click the Job Menu on the right side and select Commissions.

 

Pre-Commissions

To Request a Pre-Commission, click the blue arrow located to the right then select Request Pre-Commission.

 

After the Pre-Commission has been Requested, a User with the proper Permissions needs to mark the Pre-Commission as Approved. Select the blue arrow and choose Edit Pre-Commission.

You have the opportunity to override the calculated Pre-Commission Amount before Saving. You can either Save as a Draft, or as Approved.

Once a Pre-Commission is marked as Approved, it can be Paid under Payroll. To learn more about using Payroll, click here.

Commissions

To Request a Commission, click the blue arrow located to the right then select Request Commission.

Once a Commission has been Requested, you may go in and Create the Commission: given that you have the proper Permissions. Click the blue arrow on the right of the Request and select Create Commission.

 

Income & Expenses

Worksheets

This section shows the date the Worksheet was Approved and the Approved Value. This will update each time a new Job Value is Approved.

Payments Received

This shows all the Payments received from the Customer that are listed in the Payments section of the Job. Clicking the check box will apply that Payment to the Commission amount when the Income section is using Use payments received amount.

 

Income

This shows the Total Job Value, if Use contract worksheet amount is selected or the Total Received Payments Value is Use payments received amount is selected. 

Toggling between these will affect the Commissions areas for Gross Profit and Net Profit.

Payments Paid

If you would like these Payments to be factored into the Commission, check the box next to the Payment(s).

 

Additional Job Expense

If you have any Additional Expenses you would like to count towards this Commission, select the Add New Row button and apply an Additional Job Expense. Otherwise, it will display anything in the Additional Payments from the Payments Page.

 

Gross Profit

This area will display the Gross Profit of the Job as a whole. This will be any Income minus any Payments and Company Expenses you set in your Account Settings. These Expenses will appear on every job.

 

Commissions

Job Commissions calculated based on gross profit range

This section allows you to choose the Rate the Primary Sales Rep on the Job will get. Click the drop down to select the Percentage you would like to apply.

Commission calculated per salesperson

This will allow you to split the Commission between multiple Sales Reps. Click the Add button to Add an Additional Sales Rep. You can also check the box for Override? and manually enter in the amount you want the Commission to be for. Lastly, you are able to subtract the Pre-Commission Paid by selecting the checkbox. 

Additional commission based on total sales amount

Click the add button to add a user to this then select from your drop down the percentage you would like them to receive. 

Management commission based on total sales amount

This is where you would add any Management Commissions that would need to applied based on Total Sales amount. Add the User from the Add button, and then select the Portion they receive from the drop down. 

Commission based on net profit

In this section, you can cost out your Commission based on the Net Profit of the Job. Just click the Add button and select the User. Then from the drop down choose the Portion you would like them to receive.

Save As

 

• You will have the choice to save this as a Draft or as an Approved Commission.
• You can come back and revise the Commissions at any time!

Notes:

• You cannot create a Pre-Commission after a Commission has been created and Approved.
• You cannot Edit or Delete a Pre-Commission after it has been Paid.