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This configuration provides an easy way to setup default commissions across priceitems.
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Account Finance Settings - Detailed Override Commission Control
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This is accessible in the Override Commissions area of the Agent Account record, which can be reached by clicking on the link at the top of the Agent account screen (see below)
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It is also possible to access via the Account Finance Settings tab (please ask your Systems Administrator to make this available for you).
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2. No Agent Account - Global Finance Setting (Agent Market (can be all), Service, Finance Group Services, Service Service Type + School)
This is an override commission which will be applied to any Agent which does not have an Account related (linked) record.
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Choose either COMMISSION or DISCOUNT (in the example below, this is a commission finance setting)
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Set the Commission Percentage or Amount to be applied
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We strongly recommend that you use a TEST STUDENT and complete a test booking to ensure that this finance setting is performing as you would expect. Please note that option 2) global needs to be used extremely carefully, as these can easily apply system wide commissions. This will mean that commissions will be applied to ALL agents apart from those that have their own override records. See Finance Group (services) on how to use this to link Services together into a Finance Service Group and use this record to control commissions Finally - please note that the Commission tickbox on each Price entry on the PriceItem controls whether a commission is generated (or not). |
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