Commission Rules

Automate sales commission calculations based on configurable rules.

Setting Up Rules

Navigate to Finance → Commissions and define rules:

Rule Name — e.g., “Standard Sales Commission”
Percentage — Commission rate (e.g., 10%)
Applies To — Which team members or roles
Based On — Invoice total, project value, or custom metric
Minimum Threshold — Minimum amount before commissions apply

Automatic Calculation

When an invoice is marked as paid, the system automatically calculates commissions based on your rules and creates commission records for each eligible team member.

Commission Reports

View commission summaries by team member, time period, and rule. Export for payroll processing.