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Commissions
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Commissions
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Rep batch (deposit)
1099 reps · one bill per rep
Generate rep batch
Manager batch (payroll run)
W2 managers · commissions + all unbilled SM overrides · $0 net
Generate manager batch
All commissions
All reps
All statuses
Pending
Deposit due
Deposit paid
Complete
Canceled
All
Flagged only
Adjusted only
Active only
Show all
Voided only
+ New job
Batch history — one entry per rep per run
All types
Rep
Manager
All reps
Monthly SM override batches
Included in manager payroll batch when generated
All unbilled SM override months are automatically included the next time the manager payroll batch is generated.
Clawback log
Commission calculator
Revenue ($)
Cost ($)
Sales rep
Select...
GP %
—
Track
—
Tier
—
Rate
—
Commission
—
On deposit (50%)
—
On paid in full (50%)
—
SM override (monthly)
SM rate
—
SM override
—
Add job
Current commission tiers
Edit in settings
Viewing as:
Select rep...
Commission tracks & tiers
+ Add track
Save settings
Sales reps & managers
+ Add rep
✉ Invite user
Add new job
×
Job name (must match JobTread / QBO)
Revenue ($)
Cost ($)
Sales rep
Select...
Proposal date
GP %
Track / Tier
Commission
SM override →
Add sales rep
×
First name
Last name
Role
Sales rep — 1099
Manager / Owner — W2
Sales manager
None
Add user
×
Creates a new user account. You'll receive a temporary password to share with them.
Email
Full name
Role
Sales Rep
Admin
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Generate batch
×
Adjust commission
×
Override %
Fixed amount
Split
New commission rate (%)
Fixed total commission ($)
Split commission between multiple reps. Must total 100%.
+ Add rep
Admin note (visible to rep)
Flag commission
×
Note (visible to you and admin)
Edit SM override
×
Override manager
— none —
Override amount ($)
(leave blank to use calculated value)
Generate clawback
×
Reason
Job canceled
Revised scope / margin change
Other
Notes
Rep clawback amount
SM override clawback