Pay Commissions
Commissions > Pay
The Pay Commissions pages let you review projects that qualify for each commission rule and record payments in batch.
Rule Selection List
The first page shows all non-hidden commission rules. Use the Rule Name search field to filter the list.
- Click a rule name to open the pay detail for that rule — showing only projects that match that rule.
- Click Pay All Commissions to open the pay detail for all non-hidden rules at once.
Pay Detail
The pay detail page shows all projects that qualify for the selected rule (or all rules when using Pay All). Projects that have already been paid under the rule are excluded automatically. Payment amounts are pre-calculated based on the rule's payment formulas.
Project Table
Each rule's projects are shown in a separate table labeled with the rule name.
| Column | Description |
|---|---|
| Project | Project ID |
| Opp Type | Opportunity type |
| Employee | The team member earning the commission (based on the rule's User Type) |
| Est. Margin % | Original estimated direct margin percentage |
| Orig. Sold Amount | Original sold amount (before change orders) |
| Total Sold Amount | Total sold amount including change orders |
| Total Collected | Total amount collected from the client |
| Orig. Est. Hard Cost | Original estimated cost |
| Total Est. Hard Cost | Total estimated cost including change orders |
| Act. Margin % | Actual margin percentage |
| Current Cost | Current actual cost |
| Payment Amount | Pre-calculated payment amount. Edit this field to override the amount. Clear the field to exclude the project from this payment batch. |
| Note | Click the note icon to open a dialog and add or edit a note for this payment. A filled icon indicates a note is present. |
Commission Date
Set the Commission Date before submitting. This date is recorded on every payment in the batch. It defaults to today's date.
Submitting
Click Submit to record all payments. Projects with a cleared Payment Amount are skipped. After submission, the paid projects are removed from future pay lists for this rule.
Click Cancel to discard and return to the rule selection list.
Payments are all-or-nothing per submission. If you need to pay some projects now and others later, clear the Payment Amount for projects you want to defer before submitting.
Related
- Commission Rules — Manage commission rules
- Manual Commission — Record a one-off commission payment outside the normal workflow
- Commission Reports — View payment history