Finance
Commissions
Each sales agent's share of the margin on their delivered loads, calculated a month at a time and marked paid with the date and who paid it.
Commissions pays your sales agents a share of the gross margin they bring in. The screen works one month at a time. You calculate the month from the delivered loads, check the figures, then mark each agent paid when the money goes out.
- Where
- Finance → Commissions (/commissions)
- Who can open it
- Commissions · view. By default: Owner and General Manager
- Who can calculate, set rates and mark paid
- Commissions · edit
- Default rate
- The company commission rate on Company profile. 35% unless you change it
- Saves to
- Commission (one row per agent per month), the user record (agent rate) and the audit log
How a commission is worked out
| Step | Rule |
|---|---|
| Which loads | The agent's loads whose delivery date falls in the month, and whose status is Delivered, Delivered - Awaiting Paperwork, Ready for Billing, Invoiced or Paid |
| Margin per load | Customer rate minus carrier rate |
| Losses | A load that lost money counts as zero. A loss is never taken off the agent's other loads |
| Rate | The agent's own rate if one is set, otherwise the company rate |
| Commission | The sum of (margin per load × rate), in whole cents |
Example: an agent delivers three loads in March with margins of $400, $250 and −$100, at the default 35%. The commission is ($400 + $250 + $0) × 35% = $227.50. The Gross margin column shows the real total, $550.
What you see
Picking the month
The month buttons in the header (for example 2026-10, 2026-09) switch between periods. The month is part of the page address, so you can send a colleague a link to a particular month.
Figures
| Figure | Meaning |
|---|---|
| Month total | All commission for the month |
| Unpaid | What is still to pay, and how many agents of the total |
| Gross margin | The margin the commission was calculated on |
| Default rate | The company rate |
The By agent chart ranks agents by commission. Unpaid bars are amber; paid bars take the normal series colour.
The Agents table
| Column | Meaning |
|---|---|
| Agent | The sales agent |
| Loads | Delivered loads counted |
| Gross margin | Their total margin for the month |
| Rate | The rate used. Marked when it differs from the company rate |
| Commission | What they are owed |
| In rupees | Shown only when Also show rupees is ticked |
| Paid | Paid or Unpaid |
| When | When it was paid and by whom |
Also show rupees adds a rupee column for agents paid in India. You type the rate in at ₹ per $ (it starts at 83.50). It is a display aid only: nothing is saved and nothing reads a live exchange rate.
A P&L link at the top right of the table opens the Company P&L, where commission is taken off before net profit.
Calculate a month
Pick the month
Click the month in the header.Click Calculate
The button reads "Calculate 2026-10" for the month you are on.Check the table
Every agent with a delivered load in the month appears with their figures.
You can calculate a month as often as you like, for example after late deliveries are entered. A row that is already paid is never recalculated. Only unpaid rows are rewritten, and an unpaid row for an agent who no longer has a delivered load that month is removed. The audit entry commission.refresh says how many agents were calculated, the unpaid total, and how many paid rows were left alone.
Mark an agent paid
Click Mark paid
Disabled when nothing in the month is unpaid.Choose the agent
Each unpaid agent is listed with their amount.Confirm
The row records the time and your name.
The server refuses if it is already paid ("… commission is already paid."). The audit entry is commission.paid.
Give an agent their own rate
Click Agent rate
It opens "Agent commission rate".Pick the agent and type the rate
The rate is a percent from 0 to 100. Leave it empty to put the agent back on the company rate.Save
The new rate applies to months calculated from now on.
Only agents with the Sales Manager role are listed. Changing a rate does not touch months already calculated until you calculate them again, and never touches paid rows. The audit entry is commission.rate.
Good to know
- The month list and the default rate come from your company's settings. Change the default rate on Company profile.
- With no deliveries in a month, the table says "Nothing in …" and asks you to pick another month.
- The Commission tab on Reports shows the latest month's table read-only.
- Finance Managers do not have Commissions by default. The owner can add it on Roles & permissions.
Related
- Company P&L
- Sales performance
- Transfer accounts: moving an agent's book