Commission

Track commissions and manage payslips for your team. The commission page provides visibility into earned commissions and tools for generating payslips.

Accessing Commission

Ensure you're in your team account
Click Commission in the sidebar
The URL is /home/[team]/commission

Commission Page Tabs

The commission page has two tabs:

Payslips Tab

View and create payslips for team members.

Commission Log Tab

View the detailed log of all commission entries.

Templates

Upload and use templates to create your payslips with.

Payslips

What is a Payslip?

A payslip is a record summarizing commissions owed to a team member for a specific period. Payslips are created manually by team managers.

Viewing Payslips

The payslips table shows:

Column	Description
Date	Payslip date
User	Team member
Amount	Total payslip amount
Created	When the payslip was created

Filtering Payslips

Filter payslips by:

Search - Search by content
Date Range - Filter by payslip date

Creating a Payslip

Click Create Payslip
Select the team member
Create the payslip

Exporting Payslips to PDF

Click on a payslip to view details
Click Export PDF
The payslip downloads as a formatted PDF document

Payslip Templates

What are Payslip Templates?

Payslip templates are Word (.docx) files with placeholders that are used to generate formatted payslips. Upload a template to customize the layout and content of exported payslips.

Accessing Templates

Navigate to the Commission page
Click the Templates tab

Uploading a Template

Click Upload Template
Select a .docx file (maximum 5 MB)
The template is validated and activated

Only one active template can exist at a time. Uploading a new template replaces the previous one.

Template Placeholders

Use the following placeholders in your .docx template:

Simple Tags

Placeholder	Description
`{userName}`	Name of the team member
`{payslipDate}`	Date of the payslip
`{accountName}`	Team account name
`{commissionsTotal}`	Total commission amount
`{bonusTotal}`	Total bonus amount
`{grandTotal}`	Grand total (commissions + bonuses)

Commission Loop

Use {#commissions}...{/commissions} to repeat a row or section for each commission entry:

Placeholder	Description
`{saleDate}`	Date of the sale
`{amount}`	Commission amount
`{commissionType}`	Earned or Reclaimed
`{address}`	Address of the sale
`{promotionNote}`	Promotion details (if applicable)

Bonus Loop

Use {#bonusTargets}...{/bonusTargets} to repeat a row or section for each bonus:

Placeholder	Description
`{targetName}`	Name of the bonus target
`{description}`	Bonus target description
`{bonusAmount}`	Bonus amount earned

Required Placeholders

The following placeholders must be present in every template:

{userName}
{payslipDate}
{grandTotal}

Templates missing these placeholders will fail validation.

Example Template

A downloadable example template is available from the Templates tab. Use it as a starting point and customize it to match your payslip layout.

Managing Templates

View — See the active template name, upload date, and file size
Replace — Upload a new template to replace the current one
Delete — Remove the active template

Validation

Templates are validated on upload. The system checks for:

Valid .docx format
Recognized placeholders
Required placeholders present

Unknown placeholders are flagged as warnings so you can correct them before generating payslips.

Commission Log

What is the Commission Log?

The commission log shows individual commission entries, both earned and reclaimed. Each commission is linked to a specific sale.

Commission Entry Information

Field	Description
Date	When the commission was recorded
Sale	The related sale
Product	Product sold
Address	Sale location
Amount	Commission amount
Type	Earned or Reclaimed
Paid Status	Whether included in a payslip
Promotion Affected	Whether affected by a promotion

Commission Types

Type	Description
Earned	Standard commission from a completed sale
Reclaimed	Commission reversed (e.g., canceled sale)

Filtering Commissions

Filter the commission log by:

Filter	Options
Commission Type	Earned, Reclaimed, All
Paid Status	Paid, Unpaid, All
Promotion	Affected, Not Affected, All
Date Range	Custom date range

How Commission Works

Commission Calculation

Commissions are calculated based on:

Product commission rates (set in inventory)
Sale model rules
Sale completion status

When Commission is Created

Commission entries are created automatically when:

A sale reaches a completed status
The sale has a product with a commission rate

Commission and Payslips

Commissions start as "unpaid"
When included in a payslip, they become "paid"
The payslip records the payment

Promotions and Commission

Sales can be affected by promotions, which may modify commission amounts. The commission log tracks whether each entry was affected by a promotion.

Best Practices

For Team Managers

Regular payslips - Create payslips on a consistent schedule
Review before paying - Verify commission amounts
Use filters - Focus on unpaid commissions when creating payslips
Export records - Keep PDF records for accounting

For Team Members

Review your commissions - Check the commission log regularly
Verify accuracy - Report any discrepancies
Track promotions - Understand how promotions affect your earnings

Troubleshooting

Commission Not Appearing

If a commission doesn't appear:

Verify the sale status is complete
Check that the product has a commission rate set
Verify the sale is linked to the correct user
Check the date filter range

Wrong Commission Amount

If commission seems incorrect:

Review the product commission rate in inventory
Check if a promotion affected the sale
Verify the sale amount was recorded correctly
Review the sale model rules

Payslip Issues

If you can't create a payslip:

Verify you have the appropriate permissions
Ensure you've selected a team member
Check that the amount is valid

Sales - Sales that generate commissions
Inventory - Product commission rates
Sale Models - Commission workflows
Bonus Targets - Goals and bonuses