See the Administrator Setup section here to setup Commission Plans to use in the following manner:
Pay Commissions
Commissions are scheduled per Order. Within the project go to Modules > Commissions > Schedule Payment. The plan should default if you assigned a Salesperson to the commission plan above but as mentioned previously you can flip the plan if applicable. You can also override the rate and/or amount if necessary. Fill in all required fields and select Schedule Payment.
Commission Payables Report
Go to Reports > Commission Payables Report to run a full report on all scheduled commissions. Plug in the date range and select Run Report. You can also push commissions over to Quickbooks in the Quickbooks Integration Application. The following report will show you breakdown by Salesperson and then a Grand Total at the bottom.
Mark Sales Commissions as Paid
Mark Sales Commissions as Unpaid
There may be instances where you accidentally marked a Sales Commission as paid and need to undo. Simply right click on the Sales Commission and select “Mark as Unpaid”.
For a more in depth look at how to setup Commission Plans, how to schedule Commissions and more see the video below!
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Notes:
Estimated Commissionable Cost = Sum of Purchase Orders