Commission rules guide the system on how to divide the sale amount into accounts payable, receivables, and commissions.
A well-configured commission rule simplifies your financial control, speeds up processes, reduces errors, and provides a clear view of how much you're earning from each sale.
STEP 1 - Access
Click on the Profile Picture Icon in the upper-right corner > Finance > Manage Commissions.
STEP 2 - Create a New Rule
Click the green button "New Rule".
A window will open for you to configure your new commission rule preferences:
Name: Choose a specific name to distinguish this rule from others.
Apply To: Define how the rule will be applied. There are 4 options:
Full Amount: The commission will be applied to the total amount of items from a specific school or partner.
Enrollment Fee: The commission will be applied to the enrollment fee of the course in the quote. Applicable only to courses.
Tuition Fee: The commission will be applied to the course’s monthly tuition fee(s). Applicable only to courses.
Fixed Commission Per Sale: The commission will be a fixed amount per completed sale.
Agency Commission: Set the percentage of commission the agency will receive.
Agreement Type: Choose whether your agreement with the school or partner is NET (commission retained at the source upon receipt) or GROSS.
Status: Set the rule to Active to make it effective immediately. If you don’t want to activate it right away, leave the status as Inactive.
In the Commission Distribution section (found further down in the same window), you can define how the percentage of commission (set in Agency Commission) will be divided between the office and the users.
After completing the configuration, you can view a simulation of the commission calculation based on a $10,000.00 sale.
Click "Save", and your new commission rule will appear in the list of rules.
STEP 3 - Available Actions for Created Rules
After creating a commission rule, you’ll have the following actions available:
1. Duplicate Rule: Create a copy of the rule with identical settings.
View Rule: Check the details of the preferences defined in the rule.
Edit Rule: Modify the name, application method, percentages, agreement type, and status.
Trash: Click to delete the rule.
If you still have questions, please contact support or reach out via WhatsApp.