Commission plans and monthly statements

From plan to payment

Owners and administrators keep the plans; owners, administrators and the finance role make, approve and pay statements.

1. 1

   Define a plan

   On Commissions → Plans choose who it pays (a member, a partner or the case's owner), what it is reckoned on (the accepted quote's total, what was received, or a fixed amount per case), the rate, and when it accrues.

2. 2

   Choose when it accrues

   When the deposit is verified, when the schedule is fully paid, or when the case moves to treated. A plan can be limited to some services.

3. 3

   Set the refund and cancellation rule

   A plan can claw back on refunds and cancellations. An accrual not yet on an approved statement is reversed in place; one already approved gets a negative line on the next statement.

4. 4

   Follow the accruals

   The Accruals tab lists them by state: waiting for a statement, on a statement and reversed.

5. 5

   Make the month's statements

   On the Statements tab press “Make a month's statements”. One draft appears for each person and currency.

6. 6

   Approve and mark paid

   Open the statement and press “Approve”; an approved statement is locked. After you pay, press “Mark paid” and record the day and the payment reference. A draft can be withdrawn and its accruals wait for the next one. “Download CSV” exports the statement.

Frequently asked questions