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 your General System Settings 
• Access to Practitioner Profiles
   

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 General 
5. Find Commissions 
6. Set it to Enabled 
7. Click Save  

What happens next: 

• A Commissions tab will appear in Practitioner Profiles
• Commission options will also appear under Accounting
   

Practitioner Profile

Accounting

Setting Up Commission Rates

1. Go to Settings 
2. Under Staff, select Practitioners 
3. Open the relevant 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 
    

   

Results 

• 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

Avoid Common Issues

• Commissions are not retroactive
  They only apply 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
• Avoid editing invoices tied to commissions
  This can cause reporting inaccuracies

Troubleshooting

Commission 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. 

Refunds 

If a commission has already been approved or paid on an invoice, the invoice must be refunded using a Quick Invoice. Recreate the original invoice exactly to ensure your reports remain accurate.

When issuing the refund, enter the item under Products & Services and set the quantity as a negative value (for example, -1). This creates 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

Related Articles 

Pending and Approved Commissions