Commissions

Commissions contains restricted per-representative compensation information. Only explicitly approved users can open it; general RevTracker administrator access does not override the compensation allowlist.

Choose the Payroll Window#

1. Select the year.
2. Select the Payout month for the payroll being prepared.
3. Review the To pay, Marked paid, Not paid yet, and Earned YTD totals.
4. Review the per-representative payout cards before acting on the ledger.

Origin month is when the invoice earned the commission. Payout month is when the invoice became eligible based on payment. They are intentionally separate.

Ledger Status#

• Outstanding: earned but not released because payment conditions are not satisfied.
• Release: fully paid with qualifying cash and ready for the shown payout month.
• Paid: an authorized user recorded that payroll included the released commission.

Marking a row paid does not change the commission formula, ConnectWise invoice, payment record, or release decision. It records the payroll action in RevTracker.

Review a Payroll#

1. Filter to the representative and status being processed.
2. Optionally filter by origin month.
3. Review invoice, client, category, basis, rate, commission, payment date, and any credit indicator.
4. Open the Data validation section and resolve or explicitly accept relevant exceptions.
5. Mark only released rows included in the actual payroll.
6. Export the final filtered view and retain it according to compensation-data handling policy.

Calculation Summary#

• MRR and labor use the documented fixed rate on the eligible basis excluding sales tax.
• Hardware/software uses the representative's blended monthly margin tier.
• Closed-period hardware rates lock after the configured grace behavior so a reconciled payroll does not continually move.
• Credits and payment edge cases have explicit clawback or review behavior.

Use How it works in the Commissions workspace for the exact formulas, exclusions, rate locks, and validation cases.

Data Validation#

Validation rows are not decoration. They identify excluded or reviewable items such as credit involvement, zero-cost product, shipping, zero-billed invoices, negative labor remainder, or unmapped territory. Resolve source-data problems in the appropriate system; do not mark a questionable result paid merely to clear the queue.

Privacy#

• Do not share Commission exports outside the approved compensation process.
• Do not paste compensation rows into general project or sales tickets.
• Report unexpected access immediately as a security incident.
• If a user changes role, remove their compensation access separately from normal RevTracker administration.