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7 min readAdvancedAdmin

Commissions — rules, approval and payout

Commissions are calculated from every close. Here you set rules, approve and mark paid.

Whenever a lead closes (or changes), a commission entry is created or updated under the rep's rule.

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Steps

  1. 01

    Set a rule

    Commissions → Rules → New rule: name, start and duration.

    • One-time and/or Monthly.
    • Payment model: percent / fixed / both.
    • Calculation base: deal value / setup / retainer.
    • Applies to: all or selected agents.
  2. 02

    Review entries

    Payroll: clickable tiles — Total to pay · Pending · Approved · Paid · Needs review.

    Tip: "Needs review" = something changed after approval; the reason is on the entry.
  3. 03

    Approve and pay

    1. Approve or Approve selected.
    2. New payroll period → Assign selected to period.
    3. Approve period → Mark period paid.

  4. 04

    Corrections

    Open an entry → Manual adjustment: add/subtract or a final amount, with a required Reason.
    Paid entries are locked — use Correction after payment.