Commission Tracking Overview
This tutorial explains how to setup commission tracking as well as the steps that are needed to tracking specific types of commissions.
Commission Tracking Setup
To track commissions you must do the following:
- The employee commission rate must be setup
- If you are doing commission tracking off of invoices or payments the employee must either be manually added to an invoice or the option to automatically have an employee added to the invoice when the invoice is created must be selected.
- If you are doing commission tracking off of events/sessions/appointments then the event/session/appointment must be linked to the invoice
How to Set the Commission Rate for an employee
How to Have an Employee Automatically Added to an Invoice
How to Manually Add An Employee to an Invoice
- Create a new invoice or edit an existing invoice
- Click on the Employees tab
- Click the Add Employees button
- Click the Save button