Staff Commissions based on Product, Category or Department.
Where is it Enabled?
Start by navigating to Settings.
Under the System & Company Settings heading, select General.
Select the System tab. Within the Accounting section, scroll to find Commissions.
Once Enabled, the Commissions tab will appear in staff profile settings.
This also activates the Commissions section in Accounting.
Navigate to the Staff Member's Profile and select the Commissions tab.
TIP: Before adding Commissions, ensure you have already created Products & Services first, and if applicable their Category and/or Department.
To add a commission, select +New Rate and proceed to enter in the details.
Learn more about what each field represents.
Select from the menu, if this commission will be based on a single Product, a Category or Department.
|Product: Item #||
If selecting Product as the type, you will need to enter the item # (searchable by name) of the product, and select Go. The Product name will then appear below the Item #.
|Department / Category||If selecting either of these types, another menu will appear to choose which department or category you would like to apply the commissions towards.|
Select if you would like the amount calculated based on either the Profit or Total amount of the product. If the products/services involved do not have a Cost and Retail amount set, selecting Profit may not calculate correctly.
Select if the commissions will be based on a percentage of the calculation field, or a set dollar amount.
Depending on the calculation type, enter a percentage or dollar value.
There are a few available options for exporting commission-related reports.
If you are using the commissions' feature for any practitioner within your system, we strongly suggest you only refund invoices rather than voiding or editing to ensure the commission report reflects correctly. DO NOT edit the practitioner name on invoices from the Accounting, Invoice Search page as it will not update the commissions.
If you have already invoiced a patient, approved and/or paid a commission, you must refund the invoice using a Quick Invoice. Re-create the invoice exactly as the original to ensure reports reflect correctly.
When refunding the item, make sure to add a minus sign before the Qty amount (i.e. -1), under the Product & Services section where you enter the item/service you are refunding. This will then create a negative amount.
Navigate to Accounting > Pending Commissions, select the checkbox to the left of the item and select Approve from the "With Selected" options.