Overview
This tutorial explains how to setup commission tracking as well as the steps that are needed to tracking specific types of commissions.
Table of Contents
- Setup & Invoices
- Calculating Commissions Based off of Payments
- Calculating Commissions Based off of Invoices
- Calculating Commissions Based off of Events/Sessions/Appointments
Setup and Invoices
Commission Tracking Setup
To track commissions you must do the following:
- The employee commission rate must be setup in the employee account
- 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
To set the commission rate for an employee do the following:
- Click on Cloud Services
- Click on the EmployeeBoost tab
- Click on the Manage Employee Accounts button
-
- Click on the New User button or edit the desired employee
- Enter the commission rate under the commission rate header
How to Have an Employee Automatically Added to an Invoice
If you want an employee to automatically be added to an invoice for commission tracking when they create an invoice do the following:
-
- Create a new EmployeeBoost user or edit an existing EmployeeBoost user
- Click on the Settings tab
- Select the Add Employee to New Invoices checkbox
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
Calculating Commissions Based off of Payments
How to View the General Payment Commission Table
This commission table provides a summary of the commissions for all of the employees in the time frame.
- Go to the Cloud Services component
- Click on the EmployeeBoost tab
- Click the Commission Table button under the Payment Commission Reports header
How to View the Detailed Payment Commission Table
The detailed commission table provides a detailed list of commissions for a specific employee.
- Go to the Cloud Services component
- Click on the EmployeeBoost tab
- Click the Detailed Commission Table button under the Payment Commission Reports header
General Payment Commission Table Column Explanation
- Column Name: First Name, Last Name
- Explanation: First and Last name columns are the names of the employees. All employees are included in the table regardless of whether they are paid commission or not.
- Column Name: Commission Percentage
- Explanation: The commission percentage is the commission rate as a percentage that was assigned to each employee
- Column Name: Total Payments Amount
- Explanation: This is the total payments that customers have made in the time frame. Please note that this amount does include the tax in it.
- Column Name: Payment Commission
- Explanation: This is the commission based off of the total payments that customers have made on invoices that employees are associated with
Detailed Payment Commission Table Column Explanation
- Column Name: First Name, Last Name
- Explanation: First and Last name columns are the names of the employees. All employees are included in the table regardless of whether they are paid commission or not.
- Column Name: Customer
- Explanation: This is the customer name
- Column Name: Invoice Number
- Explanation: This is the invoice number
- Column Name: Invoice Total Paid
- Explanation: This is the total invoice amount that has been paid on an invoice.
- Column Name: Invoice Balance
- Explanation: This is the outstanding balance due for an invoice
- Column Name: Commission Rate
- Explanation: The commission percentage is the commission rate as a percentage that was assigned to each employee
- Column Name: Invoice Payments Amount
- Explanation: This is the total number of payments in the time frame
- Column Name: Total Payments Commission
- Explanation: This is the commission for the invoice based off of the total payments made in the time frame on the invoice.
At the bottom of the window are displayed the total amounts for each of the columns. This amount is included when exporting to CSV.
How to Export Data To CSV
To export the data in the tables to a csv file do the following:
- Select the desired timeframe
- Click the Export Options menu option
- Click the Export to CSV menu item
Calculating Commissions Based off of Invoices
How to View the General Invoice Commission Table
This commission table provides a summary of the commissions for all of the employees in the time frame.
- Click on the Cloud Services component
- Click the EmployeeBoost tab
- Click the Commission Table button under the Invoice Commission Reports header
How to View the Detailed Invoice Commission Table
The detailed commission table provides a detailed list of commissions for a specific employee.
- Click on the Cloud Services component
- Click the EmployeeBoost tab
- Click the Detailed Commission Table button under the Invoice Commission Reports header
General Invoice Commission Table Column Explanation
- Column Name: First Name, Last Name
- Explanation: First and Last name columns are the names of the employees. All employees are included in the table regardless of whether they are paid commission or not.
- Column Name: Commission Percentage
- Explanation: The commission percentage is the commission rate as a percentage that was assigned to each employee
- Column Name: Invoice Sub-Total
- Explanation: This is the total invoice amount for this employee. Please note that this is the total with taxes excluded.
- Column Name: Sub-Total Commission
- Explanation: This is the commission based off of the Total Invoice Pre-Tax Amount.
- Column Name: Invoice Total
- Explanation: This is the total invoice amount for each employee. Please note that this is the total with taxes included.
- Column Name: Total Commission
- Explanation: This is the commission based off of the Total Invoice Post-Tax Amount.
- Column Name: Total Payments Amount
- Explanation: This is the total payments that customers have made on the invoices for each employee. Please note that this amount does include the tax in it.
- Column Name: Payment Commission
- Explanation: This is the commission based off of the total payments that customers have made on invoices that employees are associated with.
Detailed Invoice Commission Table Column Explanation
- Column Name: First Name, Last Name
- Explanation: First and Last name columns are the names of the employees. All employees are included in the table regardless of whether they are paid commission or not.
- Column Name: Invoice Number
- Explanation: This is the invoice number
- Column Name: Commission Percentage
- Explanation: The commission percentage is the commission rate as a percentage that was assigned to each employee
- Column Name: Total Invoice Pre-Tax Amount
- Explanation: This is the total invoice amount for this employee. Please note that this is the total with taxes excluded.
- Column Name: Per Tax Commission
- Explanation: This is the commission based off of the Total Invoice Pre-Tax Amount.
- Column Name: Total Invoice Post-Tax Amount
- Explanation: This is the total invoice amount for each employee. Please note that this is the total with taxes included.
- Column Name: Post Tax Commission
- Explanation: This is the commission based off of the Total Invoice Post-Tax Amount.
- Column Name: Total Payments Amount
- Explanation: This is the total payments that customers have made on the invoices for each employee. Please note that this amount does include the tax in it.
- Column Name: Payment Commission
- Explanation: This is the commission based off of the total payments that customers have made on invoices that employees are associated with.
At the bottom of the window are displayed the total amounts for each of the columns. This amount is included when exporting to CSV.
How to Export Data To CSV
To export the data in the tables to a csv file do the following:
- Select the desired timeframe
- Click the Export Options menu option
- Click the Export to CSV menu item
Calculating Commissions Based off of Events, Sessions, and Appointments
How to View the General Event Commission Table
This commission table provides a summary of the commissions for all of the employees in the time frame.
- Go to the Cloud Services component
- Click on the EmployeeBoost tab
- Click the Commission Table button under the Event Commission Reports header
How to View the Detailed Event Commission Table
The detailed commission table provides a detailed list of commissions for a specific employee.
- Go to the Cloud Services component
- Click on the EmployeeBoost tab
- Click the Detailed Commission Table button under the Event Commission Reports header
- Column Name: First Name, Last Name
- Explanation: First and Last name columns are the names of the employees. All employees are included in the table regardless of whether they are paid commission or not.
- Column Name: Commission Percentage
- Explanation: The commission percentage is the commission rate as a percentage that was assigned to each employee
- Column Name: Invoice Pre-Tax Amount
- Explanation: This is the total invoice amount for this employee based off of the Invoice Sub-total. Please note that this is the total with taxes excluded.
- Column Name: Pre Tax Commission
- Explanation: This is the commission based off of the Total Invoice Pre-Tax Amount.
- Column Name: Total Invoice Post-Tax Amount
- Explanation: This is the total invoice amount for each employee. Please note that this is the total with taxes included.
- Column Name: Post Tax Commission
- Explanation: This is the commission based off of the Total Invoice Post-Tax Amount.
- Column Name: Total Payments Amount
- Explanation: This is the total payments that customers have made on the invoices for each employee. Please note that this amount does include the tax in it.
- Column Name: Payment Commission
- Explanation: This is the commission based off of the total payments that customers have made on invoices that employees are associated with.
Detailed Event Commission Table Column Explanation
- Column Name: First Name, Last Name
- Explanation: First and Last name columns are the names of the employees.
- Column Name: Session Number
- Explanation: This is the session number
- Column Name: Invoice Number
- Explanation: This is the invoice number
- Column Name: Commission Percentage
- Explanation: The commission percentage is the commission rate as a percentage that was assigned to each employee
- Column Name: Total Invoice Pre-Tax Amount
- Explanation: This is the total invoice amount for this employee. Please note that this is the total with taxes excluded.
- Column Name: Per Tax Commission
- Explanation: This is the commission based off of the Total Invoice Pre-Tax Amount.
- Column Name: Total Invoice Post-Tax Amount
- Explanation: This is the total invoice amount for each employee. Please note that this is the total with taxes included.
- Column Name: Post Tax Commission
- Explanation: This is the commission based off of the Total Invoice Post-Tax Amount.
- Column Name: Total Payments Amount
- Explanation: This is the total payments that customers have made on the invoices for each employee. Please note that this amount does include the tax in it.
- Column Name: Payment Commission
- Explanation: This is the commission based off of the total payments that customers have made on invoices that employees are associated with.
How to Export Data To CSV
To export the data in the tables to a csv file do the following:
- Select the desired timeframe
- Click the Export Options menu option
- Click the Export to CSV menu item