Commission Settings

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go to Configuration–Commission Settings

this is an advanced settings for commission like taxes

Introduction

A package value $4500, could be divided as 500，1500，1000，1000，500

500 section is 0%;  means cheap part gives no money to sales.这点便宜的套餐就不给佣金了

1500 section is 3%;

1000 section is 4%;

1000 section is 5%;

The last section is 5%;

The total commision for this transaction is summarise the different commissions of different sections.

Or, if your commision is not so complicate, to set up one fixed rate 6% just set Range from 0.00, and Range End 99999999.99, then put commision% is 6.

 

Can we set more than more fomular for different staff? NOT so now.

Sales Performance(Commission)

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This section shows all staff sales performance in relation to the turnover and indivisual’s commission.

You may use Filter On for advance search if you want to check someone’s performance.

Co-agent is included as Staff

The dafault sort is latest month and all staff.

 

TIPS:

If you want to confirm how much you need to pay commison to someone,

select the name, and Commission Status, Y is Paid, NO, unpaid.

Status, depends on some compnanies’ policy, for example, many companies count commision after full payment is maid, pre-order is not counted.

If one task failed in process or staff mistakes incuring compensation, you may amend it by offset amount.

The offset amount is for total price, eg. the $4500 decrease to $3800, just put -700at Offset Amount.

Commission Formular, go to Configuration—>Commision Setting.

 

Expense Preset

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This function is for recurrent expense types are easily added, you do not have to input repetition.

such as rental, internet, advertising etc.

Payment Methods

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You may add or remove the payment method for the following fuctions

Task–> View/Edit Task, Invoicing

Accounting—>Expense—->Add or View/Edit