How to Set Up and Manage Commissions

Learn how to enable the Commissions module, configure commission rates for practitioners based on Products, Services or Departments, and generate commission reports accurately.

What You Need

• Products & Services must already be created

• Categories and/or Departments set up

   

Permissions 

• Access to Settings > System & Company Settings > General
• Access to edit Practitioner Profiles

Contact your clinic administrator if you don't have the required access. 
 

Enabling the Commissions Module

Follow these steps to enable the commissions module: 

1. Go to Settings 
2. Under System & Company Settings, select General
3. Click Modules 
4. Navigate to the General section
5. Find Commissions and set to Enabled 

6. Click Save  

    

After the Commissions Module has been enabled: 

• A Commissions tab will appear in Practitioner Profiles

• Commissions will appear under Accounting

Setting Up Commission Rates

1. Go to Settings 
2. Under Staff, select Practitioners 
3. Open the relevant practitioner's Practitioner Profile 
4. Click the Commissions tab
    

5. Select +New Rate 

6. Enter the required details: 

   • Type: Choose whether the commission applies to a:
     • Product
       • Type in the Item # or the name and hit Go to search for the product 
       • The Name will populate below the selected Item# 
     • Category
     • Department 
   • Calculation Field: Choose how the commission is calculated: 
     • Profit

     • Total

        

   ⚠️Note: Profit requires Cost and Retail values to be set on the product

    

   • Calculation Type: 
     • Percentage (%)
     • Fixed dollar amount
   • Rate: Enter the percentage or dollar value 

7. Click Save 
    

   

Result

• Commissions are calculated automatically based on your setup
• Reports can be used to review and process payments

Generating Commission Reports

There are a few available options for commission-related reports.

Select a report below to learn more:

Commissions by Practitioner

Commissions for Specific Practitioner

Commission Payments

Things to Know

• Commissions are not retroactive, and will be applied from the moment they are created. 
• If you pay based on payments received, this module may not be suitable
  • Commissions are calculated using the invoice total, not payments
  • Use Payments by Practitioner reporting instead

• Editing invoices that are tied to commissions can cause reporting inaccuracies

   

Refunds 

• The invoice must be refunded using a Quick Invoice if a commission has already been approved or paid on an invoice. Recreate the original invoice exactly to ensure your reports remain accurate.
  • Enter the item under Products & Services and set the quantity as a negative value (for example, -1) when issuing a refund to create the required negative amount.
• Next, go to Accounting > Pending Commissions
  • Select the checkbox beside the item and
  • Choose Approve from the With Selected menu
• Once completed:
  • A negative commission will appear in Reports > Commissions by Practitioner (this amount is not paid to the practitioner)
  • The original entry will no longer appear in the Commission Payments report

Troubleshooting

Commission is not calculating correctly

• Confirm the commission was created before the invoice date
• Check that the correct Product, Category, or Department is selected
• If using Profit, ensure Cost and Retail values are set

Why isn’t my commission calculating?

Commissions only take effect from the date and time they are created. They do not apply to any activity that occurred before the commission was set up; they are not retroactive. 

Related Articles 

Pending and Approved Commissions