What this guide covers
Commissions tie approved estimate revenue (and configured line types) to sales reps with optional category-specific rates.
Enable commissions
On Accounting → Commissions Settings:
- Turn on Commissions enabled for the business
- Set default commission behavior for catalog categories
- Define business-wide category rules (rate overrides by product/service category)
- Optionally set per-member overrides for individual reps
Commission rules respect product/service category hierarchy (category + subcategory).
Commissionable line items
Estimate line items inherit commissionability from:
- Product/service catalog flags
- Category defaults in commission settings
- Line-level overrides where editing is allowed
Storage-related line types may have dedicated commission rules when storage commission settings are enabled for your tenant.
Finalization and payouts
Commissions move through internal finalized states before appearing on rep statements. Accounting users finalize periods; reps do not edit finalized totals.
My Commissions (employee view)
When commissions are enabled and a member has My Commissions access, the sidebar shows My Commissions (/app/commissions). Reps view their own finalized commission totals — not business-wide payroll data.