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 implements the Commissions section in Accounting.
Until deemed approved, all commissions are listed in Accounting > Pending Commissions.
This feature is not mandatory but provides the workflow for clinics that would prefer to revise commissions before approval and pay them out at specific intervals.
Sort your commissions using the available filters; by an individual Staff Member and/or Invoice Status. Provide a Start Date and End Date to search within those parameters.
Use the checkboxes next to the items if individually approving or voiding items.
Alternatively, you can quickly select/deselect all using the options above the item list.
To approve or void items, select from the menu next to With Selected and choose Go.
If a practitioner assigned to the commission is incorrect and requires reassignment, use the menu option next to the item to do so.
Once commissions are approved, proceed to enter payment using the Commissions Payable link.
Filter this list by choosing a Staff Member and selecting Search.
To enter payment for these commissions, select them individually using the checkboxes next to the invoice number, or use the Check All option to pay all the invoices at once.
When ready, select Go next to Record Payment.
If directly selecting the 'Record Payment' option, you will begin by choosing the Staff Member.
The Amount will update based on the invoices selected, however, this field can be adjusted if necessary. Enter a Cheque # for reference and select the Date payment was made.
When ready, select Save & Close or use Save & New to record another payment.
TIP: Hold Ctrl on your keyboard to select more than one Invoice from the list, or use the shortcut Ctrl-A to select all invoices.
If you are using the commissions' feature for any practitioner within your system, you must refund invoices and void them 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.
If your Practitioners/Doctors are paid the same commission across the board you can simply use the Payments by Practitioner to calculate their percentage.