Commissions

Commissions live under Accounting → Commissions. A plan holds rules that set a rate; a rep is assigned one or more plans; the Earnings tab shows what each rep has earned for a period, calculated live from invoices and payments; and a statement locks a period for one rep so it can be approved and paid.

Create a plan (for example "Outside Sales") and add rules to it. Each rule has:

When more than one rule fits an invoice line, the most specific wins: a service beats a category, which beats all services; a sale type beats "New & renewal". On a tie the higher rate is used. Categories are the ones set on each service in the catalog (see Services & Pricing).

Example. Outside Sales: Lawn category, new sales, when paid, 2.5%; Snow category, new sales, when paid, 3%; all services, new sales, when paid, 2.5%. Inside Sales & Renewals: all services, renewals, when paid, 2%.

Under Plans & Assignments, pick an employee, a plan and the date it takes effect. A rep can hold several plans at once — for instance outside sales plus renewals. Use End today when a plan stops; earnings before that date are unaffected.

Sale type is set by your office, because only you know whether a one-time job for an existing customer should be paid as a new sale. It is on estimates, contracts, jobs (when creating them) and invoices. An invoice uses its own sale type first, then its job's, its contract's and its estimate's. If none is set it counts as a new sale.

Commission is worked out per invoice line, so each service earns at its own rate. The rep is the one on the invoice, falling back to the job, contract, estimate, then the client's rep. Revenue is pre-tax: a line's share of the invoice total, after line discounts (invoice-level discounts are spread across the lines).

For rules earned when paid, each payment applied to the invoice earns its share on the payment date; refunds reduce what was applied. Rules earned when invoiced pay on the invoice date for any invoice that has left draft and isn't void.

On the Earnings tab, Create statement freezes a rep's unclaimed earnings for the period. Each earning line can be on only one live statement, so nothing is ever paid twice, even when periods overlap. A statement moves Draft → Approved → Paid. Void releases its lines so they can go on another statement; a paid statement can't be voided. The period and totals are fixed once created, and View shows every line behind the total.

Rates are percentages only — there are no flat per-job amounts — and annual bonuses tied to company results (for example an NOI target) are not calculated here; track those in your accounting system. Reps can see their own statements; plans, rules and everyone else's earnings need the Commission permissions in Settings → Roles (View and Manage).