How to View Commission and Payslips

This guide shows you how to view commission data and manage payslips for tracking your earnings.

Accessing Commission

Commission Page

Navigate to the commission section:

1. Go to your team account
2. Navigate to /home/[team]/commission
3. View commission and payslips tabs

Commission Page Tabs

The commission page has two main tabs:

Payslips Tab

View and manage payslips (payment records):

• List of all generated payslips
• Search by description
• Date range filtering
• Preview and download options
• Batch download capability

Commission Log Tab

View detailed commission entries:

• All commission records
• Filter by type, status, and date
• See individual commission amounts

Viewing Payslips

Payslips Table

The payslips table shows:

Payslip Actions

Payslip PDF Content

Each payslip PDF includes:

Header:

• Title
• Employee name
• Payslip date

Commissions Section:

• Table with: Sale Date, Type (Earned/Reclaimed), Amount, Address
• Note for promotion-affected sales
• Commission subtotal

Bonus Targets Section:

• Table with: Bonus target name, description, bonus amount
• Bonus subtotal

Total:

• Sum of commissions and bonuses

Viewing Commission Log

Commission Table

The commission log displays:

Commission Types

Commission Filters

Filter the commission log by:

Promotion Indicator

Products affected by promotions show a tag indicator in the table.

Creating Payslips

Prerequisites

To create payslips:

• You need payslips:create permission
• Active or trialing subscription required

Create Payslip Process

1. Click Create Payslip button (if you have permission)
2. Select team members (multi-select or "all")
3. Set payslip date (cannot be future)
4. Submit

What Happens When Creating

1. System fetches unpaid commissions for selected user(s)
2. Fetches unpaid achieved bonus targets
3. Calculates total: commissions + bonuses
4. Creates payslip with content arrays
5. Marks included commissions as paid
6. Marks bonus targets as paid
7. Sends notification to team member

Filtering Data

Date Range Filter

Filter both payslips and commissions by date:

1. Set start date (from)
2. Set end date (to)
3. Format: ISO date strings

Pagination

Both tables support pagination:

• Payslips: 10 items per page
• Commissions: 20 items per page

Search

Payslips support search by description (case-insensitive).

Commission Calculation

How Commission Is Generated

Commissions are created automatically:

1. On sale state change: When sale enters a state with triggers_commission: true
2. On commission reclaim: When sale enters a state with reclaims_commission: true
3. On new sale: If initial state triggers commission

Commission Amount

The system uses:

1. sale.commission_amount if set (includes promotion adjustments)
2. Otherwise, falls back to product.commission (base amount)

Tracking

• Each commission links to a sale, user, and optionally a bonus target
• Unique constraint: one commission per sale per type
• Paid commissions link to a payslip

Best Practices

Regular Review

1. Check commission log - Verify sales are generating commissions
2. Review before payslip - Confirm amounts are correct
3. Track paid vs unpaid - Know what's been paid out

Record Keeping

1. Download payslips for your records
2. Use batch download for multiple payslips
3. Keep records for tax purposes

Verification

Before relying on data:

1. Verify sale count matches expected
2. Check commission rates on products
3. Review any promotion adjustments
4. Report discrepancies to your administrator

Troubleshooting

Commission Not Showing

If commission is missing:

1. Check sale state - must be a commission-triggering state
2. Verify product has commission configured
3. Check the date range filter
4. Verify sale model configuration

Wrong Amount

If amounts seem incorrect:

1. Review sale details
2. Check product commission rate
3. Look for promotion adjustments (affected_by_promotion flag)
4. Compare to sale model rules

Can't Create Payslip

If you can't create payslips:

1. Verify you have payslips:create permission
2. Check subscription status (must be active or trialing)
3. Contact your administrator

Payslip Won't Download

If download fails:

1. Try a smaller date range
2. Clear browser cache
3. Try a different browser
4. Check for popup blockers

Related Topics

• Commission - Commission overview
• Sale Models - Commission rules
• Recording Sales - Creating sales
• Team Sales - Sales management