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Commissions

The "Commissions" area is where you set up and pay out employee commissions. This page explains which amount a commission is calculated from, how the rules are set, when a commission is booked, and how it is paid out.

In the navigation, "Commissions" is a separate area with:

  • "Settings" — where you choose what the commission is calculated from and set the rules;
  • "Payouts" — where you pay out accumulated amounts;
  • detailed lists in "Reports → Commissions".

If the business uses commissions, start with "Settings". Payouts come later, once commissions have accumulated from paid sales.

Important​

  • Commissions are a paid feature.
  • A commission is booked when the sale becomes paid.
  • A change to a rule or a setting applies to sales paid after it. Commissions already booked do not change until you recalculate them in "Reports → Commissions".

How the commission is calculated​

At the top of "Settings" is "How the commission is calculated" — one sentence for each setting that matters to your business. For example: "The commission is calculated from what the client paid." or "The commission is calculated from the price without VAT."

To change the settings:

  1. Click "Change".
  2. A window opens with one question per setting. Under each answer, an example with round numbers shows which amount the commission would be calculated from.
  3. Choose the answers.
  4. Click "Save".

Nothing is saved until you click "Save". If you close the window with unsaved changes, you are asked whether to discard them. After saving you see "Saved. Applies to sales paid from now on."

QuestionAnswers
"Discount""The commission is calculated from what the client paid." or "The commission is calculated from the full price, before the discount."
"Membership visit""A membership visit counts at its visit price." or "A membership visit counts at its visit price, reduced by the discount the membership was sold with."
"Consumables""Consumables stay in the amount the commission is calculated from." or "Consumables are taken out of the amount the commission is calculated from."
"VAT""The commission is calculated from the price without VAT." or "The commission is calculated from the price with VAT."
"Several employees on one service""Employees who perform a service together each get their own commission." or "Employees who perform a service together split the commission equally."

By default, the commission is calculated from what the client paid, without VAT and including consumables. A membership visit counts at its visit price, and every employee on a service gets their own commission.

The settings apply to services, products, memberships and vouchers. The questions about consumables, membership visits and sharing between employees apply to services only.

The window shows only the questions that affect amounts in your business:

  • "Discount" and "Several employees on one service" — always;
  • "VAT" — when the business has a tax rate above 0%;
  • "Consumables" — when the business has items in inventory;
  • "Membership visit" — when the business has memberships.

A question whose answer differs from the default is always shown, so you can switch it back.

Membership visit​

The commission for a membership visit is calculated from the "Price per visit" — the share of the membership price that one visit accounts for. The price per visit is set for every included service in the membership plan. How to fill it in: Membership plans.

When the commission is calculated from the price without VAT, VAT is deducted from the visit price at the rate the membership was sold with. Consumables the client pays for separately at the visit are taxed at the VAT rate of their sale line.

Several employees on one service​

When a service has several employees and splitting is selected, each employee's commission is calculated under their own rule and divided by the number of employees on the service. Example: a 30 € commission for two — 15 € each.

The commission is divided among all employees on the service, including those without a rule. Each share is rounded to the cent, so the shares can add up to one or two cents more or less than the commission.

Rules​

Below "How the commission is calculated" you set how much the commission is.

  1. In "Commission recipient", choose an employee or leave "Everyone".
  2. In "Set by", choose a group: "Default Commissions", "Services", "Inventories", "Memberships" or "Vouchers".
  3. Click the edit icon on the row. In "Edit commission", choose the "Type" and enter the "Value".
  4. Click "Save".

The type can be:

  • "% of sales" — a percentage of the amount the commission is calculated from;
  • "Fixed per unit" — the amount for every unit on the line. The list shows it as "5 EUR per unit". The commission cannot be higher than the amount it is calculated from.

In "Default Commissions" you set one rule for all services, all products, all memberships and all vouchers. In the other groups you set a rule for a specific service, product, membership or voucher.

To change several rows at once in "Services", "Inventories", "Memberships" or "Vouchers", select them (or click "Select all") and choose "Change for N selected". The red icon next to the button — "Reset to default rules" — removes the selected rows' own rules, so they follow the general rule again.

Which rule applies​

For each sale line, the first matching rule in this order applies:

  1. the employee's rule for the specific service, product, membership or voucher;
  2. the employee's general rule;
  3. the rule for everyone for the specific item;
  4. the general rule for everyone.

Next to the value on each row is a colored label that tells where the rule comes from:

LabelWhat it means
"Own rule" (green)The rule is set right here.
"General of" and the employee's name (blue)It comes from the general rule of the selected employee.
"For everyone" (blue)It comes from the rule for everyone for this item.
"General for everyone" (blue)It comes from the general rule for everyone.
"Not set" (orange)There is no rule, and no commission is booked for this row.

When the commission is booked​

  • The commission is calculated when the sale becomes paid, under the rules and settings in force at that moment.
  • After that the commission does not change. A change to a rule or a setting does not change commissions already booked.
  • The commission is calculated again when the sale line itself changes — for example the price, quantity, discount or the employee of the line.
  • If the sale stops being paid, its commissions are removed.
  • When you add an employee to a paid service in an appointment and the service has no commission yet, the commission is booked right away under the current rules.
  • Changing the employees of an appointment after payment does not move a commission already booked until you recalculate it.
  • "Sync visit prices" in memberships does not change commissions already booked for past visits until you recalculate them.

To apply new rules and settings to commissions already booked, open "Reports → Commissions", select them and click "Recalculate".

How the commission was calculated​

Next to the commission amount in "Reports → Commissions" and in the sale there is an icon. It opens "How the commission was calculated" — the steps that make up the amount:

  • "Line after its discount" or "Price per visit";
  • "Membership sale discount";
  • "Consumables charged on top";
  • "Discount added back";
  • "Consumables deducted";
  • "VAT".

Below them are "Commission base", "Commission rule" and, when the commission is split, "Shared equally between N employees". Only the steps that apply to this commission are shown.

Older commissions have no breakdown and no icon. They get one when you recalculate them — they are then calculated under the current rules and settings, so their amount can change. Commissions on sales in Bulgarian leva (BGN) keep their booked amount and are not recalculated.

Payouts​

In "Payouts" you see the employees with an accumulated balance in the "Amount" column.

From the menu for each employee you can:

  • choose "Pay off" to enter an amount to pay out;
  • open "Paid commission" to see the commissions already paid to that employee;
  • open "Last" to see the latest booked commissions.

The payout opens a short "Payouts" window where you enter the "Commission value" and save the operation.

Where the detailed lists are​

The detailed lists are in "Reports → Commissions":

  • "Last" — the latest booked commissions;
  • "Paid" — the history of paid commissions;
  • "Commissions by employees" — count and amount per employee;
  • "Commissions by date" — totals per period.

Use these screens to check booked commissions or payouts already made, not to set rules or record a new payout.

Frequently asked questions

When are commissions booked?

When the sale becomes paid. The commission is then calculated under the rules and settings in force at that moment and does not change afterwards, unless the sale line itself changes.

I changed a rule. Why did the old commissions not change?

The change applies to sales paid after it. To apply it to commissions already booked, select them in "Reports → Commissions" and click "Recalculate".

How do I see how a commission was calculated?

Click the icon next to the amount in "Reports → Commissions" or in the sale. "How the commission was calculated" shows the steps, the commission base and the rule.

Two employees perform one service. How much does each get?

By default, each gets their own commission under their own rule. If you choose in "How the commission is calculated" that employees split the commission equally, it is divided among the employees on the service.

How are commissions paid out?

Open "Payouts", choose the employee, and use "Pay off". Then enter the amount in the payout window and save the operation.
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