Finance/Finance
Move a commission
Follows the source transition table; a cancelled commission is final.
What you owe each affiliate, always current
Commission opens at the rate of the agreement’s day and recalculates with every payment and refund. Pay pending commissions in one transfer; a paid commission is never removed.
Commissions, from agreement to payout
Each row is one agreement’s commission: affiliate, rate, what is earned against what was collected, and its status. A cancelled commission is final.
What you can do on Commissions
Each is a button or a form in the app; every one is tied to role permissions and logged.
Recalculate the commission
K-09: brings a pending commission in line with what has been collected (calculate_commission_amount_v3). Runs on every collection and refund; the button runs it by hand.
Cancel a commission
Zeroes a commission that has not been paid. A paid one is never removed.
Record a commission payout
One transfer to an affiliate that pays a set of pending commissions.
Open an agreement
Records what somebody owes, in the workspace currency unless told otherwise.
How it connects to other modules
Commissions is part of the Finance module and uses the same customer record and permissions.
What customers owe and pay, and what the business spends.
CustomersBuilt on it: One record for every customer, shared by every module.
SalesBuilt on it: Leads, the calls that follow them up, and the partners who send them.
AppsBuilt on it: The apps and services you connected, and the updates sent to them.
Other sub-modules in Finance
Parts of the same module with a screen of their own.
AgreementsWho owes what: open an agreement, split it into instalments, apply a discount, record payments, invoice it.CollectionsMoney in: take a payment, capture or release a hold, spread a payment across instalments.ExpensesMoney out with an approval step: record, approve, mark paid, and copy recurring expenses automatically.
Start from a ready template
Templates that use this screen’s actions or turn this module on.
Business setupHealth
Dental clinic
Chair calendars, treatment-plan quotes, instalment plans and six-month recall reminders.
11 modules3 agents6 workflowsBusiness setupHealth
Aesthetic clinic
Instagram and ad enquiries into a pipeline, doctor consultations, procedure quotes with instalments and a caring check-in after each visit.
11 modules3 agents6 workflowsBusiness setupHealth
Hearing aid center
Hearing tests, a 14-day trial before anyone buys, devices paid in instalments, battery reorders and six-monthly check-ups.
9 modules3 agents5 workflows
Questions about Commissions
Move a commission, Recalculate the commission, Cancel a commission, Record a commission payout, Open an agreement.
It has its own row in the Finance menu; it is part of the Finance module and shows while the module is on. The “Affiliate commissions” feature must be on as well.
The Finance module’s role permissions apply here too. Era works within the same permissions; sending and deleting wait for your approval.
What you owe each affiliate, always current.
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