Work out commission from the bills and receipts already in the system.
Commission and incentives work out what each salesman, agent, therapist or channel partner earned, from bills and receipts already in the system. Pay can follow the sale, the money that actually came in, or a slab crossed during the month. Each person gets a statement showing which bills it came from.
The owner sits down on the thirty-first with a printout and a calculator. One salesman’s customer has not paid, another sold below the approved rate, and a broker insists he introduced the buyer first. Each case is settled by argument.
Rules are written once: a rate per product, a slab, a flat amount per booking, or commission only on what has reached the bank. Earnings are worked out from the same bills the person can see. Holds and recoveries sit on the statement and not in somebody’s head.
What your team uses today.
The module takes over these, one at a time, so nothing has to stop while it is set up.
- A month-end sheet worked out from invoice copies
- Verbal agreements on how a deal is shared
- A separate register of what each salesman was paid
The problems this is meant to ease.
What commission and incentives does.
What this looks like in a working week.
Illustrative scenarios, written to show the shape of the work. They are not accounts of client systems.
The people who open this every day.
From first conversation to daily use.
Collect the rules
You describe how each role is paid, on paper or aloud. You get a written note of each rule in plain language to confirm. Plain words are enough.
Set effective dates
Old and new rates are entered with the dates they apply from. You get a screen to check a past month against what was paid. Past months are good tests.
Trial statements
Statements are produced for a few people from last month’s bills. They read them, and you hear what does not match. People check their own.
Agree holds and recoveries
You decide what pulls a commission back and when. The rules are tested with returned orders and bounced cheques. Edge cases come out here.
Pay from the system
The accounts team prepares payouts from the statements and marks them. Staff are shown how to read their own statement. Questions drop quickly.
How you would know it is working.
Record where you stand before it goes live, so the change is measured against your own figures.
- Statements queried by staff, by month
- Commission held against commission released
- Payouts reversed after being marked
- Time accounts spends preparing statements
- Earnings linked to unpaid invoices
It is one part of a system, not an island.
A module earns its place by what it passes to the next one. These are the connections we set up most often.
- Invoice management
- Receipts management
- Collections and follow-up
- Payroll
- Roles and permissions
Products that include it.
How we would put it in.
Questions owners ask about commission and incentives.
Our scheme changes every quarter. Will it keep up?
Yes, because rules carry dates. The old rule stays on the bills it applied to, and the new one takes over from the date you set. Nothing is recalculated behind your back.
Two brokers claim the same buyer. Can software settle that?
It cannot settle it, but it can end the guessing. Our Real Estate CRM time-stamps each partner’s registration of a buyer, so the record says who came first. The decision remains yours.
Who can see these numbers?
Only those you allow. Most owners let each person see his own statement and nobody else’s, while the branch manager sees totals. It is set with the roles at the start.
Does the payout go into our payroll or accounting software?
Either. It can ride with salary as an allowance, or go out separately as an agent payment. The entries go across to your accounting software, so your accountant is not retyping a sheet at month end.
What shapes the cost of a commission module?
The number of distinct rules and people on them shapes much of it. Links to invoices, receipts and payroll add effort, and so does the count of branches. The quotation is itemised after your scope is read, and a part can be dropped. Scope sets the figure.
What determines the time to get this working?
How clear and settled your rules are decides it. A release with the common rules and statements can come first, and special cases follow. Once you hand over the rule list and last month’s bills, the proposal can name the dates. Rules drive the calendar.
Businesses that ask for this.
Modules that work with it.
Tell us how you handle commission and incentives today.
A spreadsheet, a register or another system: say which, and we will tell you plainly what is worth changing.
What happens after you share your requirements
- A senior engineer reads your answers. Nobody phones first.
- Within one business day you get a written note: what we understood, what we would start with, and the questions we still have.
- If it fits, a proposal follows with the order of work, what we need from you and what you receive at each step.
- No call is booked and nothing is paid until you have read the note. Your details stay with us.
Start with your requirements
Seven short steps that tell us what you need. A senior engineer reads them before anyone gets in touch.
Share your requirements