Commissions

In this article, we’ll walk you through everything you need to know about managing commissions in your Pabau account.

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How to Manage Commissions

In this article, we’ll walk you through an overview of the Commissions feature, covering how it works, its key benefits, and how you can use it to track and manage commissions effectively.

The Commissions feature in Pabau allows you to accurately calculate and allocate commissions to staff members based on the items they sell. This flexible feature enables you to set up different types of commission structures and customize how commissions are awarded.

Why Use the Commissions Feature?

Commissions motivate staff to sell more by directly rewarding them for their sales efforts. For instance, if a staff member sells two items worth $100 each with a 5% commission rate, they earn $10. Customers see only the total amount they paid on their invoices, without any mention of the staff member’s commission.

Types of Commissions

Pabau supports two types of commissions: fixed-rate and tiered commissions.

Fixed-rate commissions are based either on a set amount per item sold (e.g., $0.20 per item) or are percentage-based (e.g., 1% of the item price).

Tiered commissions, on the other hand, offer varying percentages based on the total amount sold (e.g., 1% for sales between $0-$100, 1.5% for sales between $100-$1000, etc.).

Additionally, commissions can be calculated from different item amounts, such as:

• Unit price minus discount plus tax
• Unit price without factoring in discount or tax
• Unit price minus discount

You can also specify who receives the commission:

• The person who completes the sale
• The person the appointment was booked with.

Commissions Sheet Listing Page

The commissions sheet shows the commission amount to be awarded for each sold item, such as services, products, packages, or gift vouchers.

You can access the commission sheet listing page by clicking on "Team" in the left sidebar menu, and then selecting "Commissions".

This page displays all the commission sheets within your account, including both active and inactive ones. Each sheet shows the following details:

• Sheet name
• Staff members assigned to a sheet are shown when you hover over their avatars
• Status: Active or inactive, based on whether any commission types (service, product, package, etc.) are enabled.
• Types of items: Indicates the types of items (service, product, package, gift voucher) included in the commission.

Key points to note:

• Staff members not assigned to a specific commission sheet will be automatically assigned to the No Commission commission sheet. This sheet cannot be edited or deleted.
• A staff member can be assigned to only one commission sheet to avoid conflicts.
• You can create multiple sheets, but each assigned staff member can only be on one. For example, if you have 100 staff members, you could create up to 100 individual sheets or group them into fewer sheets, such as two with 50 members each.
• The same product, service, or voucher can appear in multiple sheets with different commissions or no commission at all.

Creating a Commission Sheet

To create a new commission sheet, click on "New Commission Sheet" in the top right corner of the Commission Sheets listing page.

The modal that appears is divided into two main tabs: Commissions and Users. Before proceeding to setting up the commission sheet settings, start by adding a name for the sheet at the top of the page.

Commissions: This tab contains subtabs for each item type (e.g., services, products). You can configure commission settings, such as whether commissions should be active, the default commission type (fixed price, percentage, or tiered), and the default rate. 

Users: This tab shows all active staff members who are not part of another commission sheet. Only these staff members are selectable.

Commissions tab

The Commissions tab includes several subtabs, each representing different item types: services, products, packages, and gift vouchers. Here’s how commissions are handled for each type:

Services

Eligible staff members will receive a commission when qualifying services are sold via the Point of Sale, or through the online bookings portal.

Products

Eligible staff members will receive a commission when qualifying products of type Retail (belonging to a product category defined as retail via the Products feature) are sold via the Point of Sale.

Packages

Eligible staff members will receive a commission when qualifying packages are sold via the Point of Sale or redeemed, depending on the settings.

Gift Vouchers

Eligible staff members will receive a commission when qualifying gift vouchers are sold via the Point of Sale.

You can configure the following options for each item type, which will determine how commissions are awarded in the Point of Sale and online bookings:

1. Active/Inactive Toggle

   This option determines whether the commission sheet applies to the selected item type, allowing the staff to be awarded a commission.
   
   

2. Default Commission Type

   This setting defines the type of commission: fixed price, percentage of units sold, or a tiered commission structure. 
   
   Selecting a new option will deselect the previously selected one. Only one commission type can be applied per item category within a commission sheet, meaning each category (like services or products) must have a single type—either fixed or tiered, but not a combination of both.
   
   
   For example, services can be set to a percentage rate, while products can be set to a flat rate, but within each category, only one commission type is allowed.

3. Default Rate

   This field is mandatory when “Fixed” is selected as the commission type. The rate can be defined as either a percentage or a fixed amount, supporting decimal numbers up to three places. 
   
   By default, the percentage option is selected. The currency displayed aligns with the one defined in your Business Details. The input value in this field will be auto-applied to all items in the category.

4. Pay Commission On

   This setting only appears when the "Package" subtab is clicked, as packages are purchased upfront and redeemed separately:

   Redemption: If selected, the commission is paid when a package session is used (i.e. when an appointment is paid for with a package session via the Point of Sale).

   Sale: If selected, the commission is paid every time a package is purchased via the Point of Sale.

5. Calculations

   These settings let you define the basis for calculating commission amounts. We'll go over them in detail below.

Calculating Commissions

When calculating commission in Pabau, it's important to consider how the final price of an item is determined. The commission is based on this final price, which is influenced by:

Unit Price: The base price of the item.
Quantity: How many items are sold.
Discount: Any reductions applied to the item’s price.
Tax: The amount added to the item’s price, depending on whether tax is included in the price (UK, most European countries) or added separately (USA, Canada).

Options for Commission Calculation

Deduct Discounts: Choose if you want the commission calculated on the item price before or after applying discounts.

Deduct Taxes: Decide if the commission should be based on the item price with or without tax.

Earn Commissions on Fully Paid Invoices: Only applicable to services. Select if commissions are awarded on the day when the invoice is fully paid (when the final payment is made), or on the day the invoice was created.

Deduct Product Cost: For products, decide if the commission should be calculated on the retail price minus the cost price, or on the retail price. The product cost price is defined in the Pricing tab when creating or editing the product in the Products setup.

Deduct Service Cost: Applicable only for services and packages. The service cost is defined in the Pricing tab when creating or editing the service in the Services setup.

Additional Notes:

• You can enable both "Deduct Discounts" and "Deduct Taxes" simultaneously. 

• If the cost price exceeds the retail price, the commission will be zero when the Deduct Product Cost setting is enabled.

• These checkbox settings apply only to the selected subtab. For example, enabling "Deduct Taxes" in the Services tab does not affect the Products tab. Adjust settings separately for products and services as needed.

Fixed Commissions

Fixed commissions are paid each time an eligible item is sold, with a single fee applied regardless of the sales volume. There is no scalability based on the number of items sold.

As mentioned earlier, the default rate for fixed commissions can be set as either a percentage or a fixed amount, allowing for precision with decimal values up to three places.

To set up a fixed commission for an item category, navigate to the category’s tab and select “Fixed.” In the Default Rate section, choose whether the rate will be a percentage or a fixed amount, and enter the appropriate value.

Next, set up the calculation options and repeat this process for each item category where you want to apply a fixed commission.

For Packages, you’ll also need to specify when the commission will be awarded—either when the package is sold through the Point of Sale or when a session from a previously sold package is used.

Tiered Commissions

Tiered commissions allow you to reward staff based on the volume of sales. Unlike fixed commissions, which award a set fee per item sold, tiered commissions vary depending on the total sales amount within specified ranges.

To set up tiered commissions, please follow these steps:

1. Select "Tiered" as the default commission type.

2. Rate type: Choose whether the commission will be a percentage of the sale amount or a flat/fixed amount per tier.

3. Sales Period: Decide how often the commission tiers should reset. Options include:

   • Daily
   • Weekly (the sales period will restart every Monday)
   • Every 2 weeks (the sales period will restart every other Monday)
   • Monthly  (the sales period resets on the 1st of each month)
   • Quarterly (the sales period resets at the start of each quarter):
     
     Q1: 1st January - 31st March
     Q2: 1st April - 30th June
     Q3: 1st July - 30th September
     Q4: 1st October - 31st December

4. Tiers: Define the commission amounts for each tier. By default, two tiers will appear. Click "Add Tier" to add more, with each new tier automatically numbered (e.g., Tier 3 following Tier 2).

   Example:
   • • Tier 1: $0 - $100, award 10%
     • Tier 2: $100 - $200, award 11%
     • Tier 3: $200 - $300, award 12%

Next, set up the calculation options and repeat this process for each item category where you want to apply a tiered commission.

How It Works:

• Daily Sales Period: If a staff member sells $100 in one day, they’ll receive a 10% commission on that amount. For sales above $100, they’ll earn 11% on the additional amount. The commission rate resets to 10% the next day.

• Weekly/2-Week Sales Period: If a staff member sells $250 in one week, they’ll receive a 10% commission on the first $100, 11% on the next $100, and 12% on the remaining $50. The commission rate resets every Monday in the case of weekly sales periods, and every other Monday in the case of bi-weekly.

• Monthly Sales Period: Commissions reset at the start of each month, similar to the daily sales period.

• If a staff member reaches the highest tier (e.g., Tier 5), they will remain at that tier until the reset period begins.

Adding Staff Members to a Commission Sheet

When you first create a new commission sheet, no staff members are automatically selected. You need to choose at least one staff member from the list to create the commission sheet.

If a staff member is assigned to another commission sheet (other than the "No Commission" group), their name will not appear in the list. 

Click on the names of the staff members you want to add to the commission sheet. Selected names will turn blue with a blue checkmark.

To complete the creation of the commission sheet, click "Create" in the top right corner.

Allocating Commissions

Commissions are awarded via the Point of Sale and Pabau Connect (online bookings and client portal) provided the staff member eligible for the commission is known. Commissions can also be added manually through the invoice editing modal. Here’s how commissions are allocated:

         Point of Sale:

Commissions are awarded to the employee listed in the employee tab for each item, also known as the biller.


If an invoice includes multiple items assigned to different employees, each employee receives a commission for the items they were assigned.

Online Bookings:

• • For appointments, the commission goes to the employee with whom the appointment was booked.
  • If only a deposit is paid initially, the employee is selected manually during the final payment stage in the Point of Sale.
  • For purchases such as packages or gift vouchers, no commission is allocated because the system cannot determine the staff member associated with the item.

          Pabau Connect - invoice details screen:

If an invoice generated via Point of Sale is paid through Pabau Connect, the commission is awarded based on the employee associated with the invoice.

         Client card - invoice editing modal:

 

If an invoice containing items for which a commission was awarded is refunded, you can choose whether to remove the awarded commission or keep it unchanged.

Voiding an Invoice

If an invoice is voided, any commissions awarded for that invoice will be removed entirely.

Issuing a Credit Note

If a credit note is issued on a partially paid invoice, and the invoice becomes fully paid as a result, commissions will be awarded if the commission setting requires the invoice to be fully paid before commissions apply.

Voiding a Credit Note

If a credit note that contributed to a commission being awarded is voided, and the invoice reverts to a partially paid status, the previously awarded commission will be revoked.

Tracking Commissions

Commissions can be tracked in three key places:

Invoice Commission Summary

For each invoice where a commission was awarded, you can view a detailed Commission Summary within the edit-invoice modal.

To access this, go to the client card of the client, click on the Financials tab, and then on the invoice number.

You can also open invoices by navigating to the Money > Invoices page and clicking on the invoice number.

In the Commission Summary, you can view who the commission was awarded to. By hovering over the icons on the right side of each commission entry, you can see details such as the taxes, costs, and discounts deducted, the item category the commission applies to, the commission type, and the specific item for which the commission was awarded.

To remove a commission, click the "X" icon. To edit the awarded commission, click the pencil icon and enter a new amount.

If any items on the invoice were missed for commission, you can manually add a commission by selecting "Add Commission."

 

Commissions Activity Report

 

Team Report

The Team report shows all commissions earned by employees, organized by item category, in the Earnings > Commissions section.

For detailed instructions on generating the Team report, please refer to this guide.

By following these steps, you'll ensure that your staff members are accurately rewarded for their contributions, helping to maintain motivation and drive success in your business.

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How to Create a Commission Sheet

In this article, we'll guide you through creating a new commission sheet using the Commissions feature in Pabau.

The Commissions feature allows you to accurately calculate and allocate commissions to staff members based on the items they sell, offering flexibility to set up various commission structures and customize how commissions are awarded.

To begin, log into your Pabau account and navigate to the left sidebar menu. Click on "Team," then select "Commissions".

This will take you to the Commission Sheets listing page, where you can click on "New Commission" in the top right corner to start creating a new commission sheet.

The modal that appears is divided into two main tabs: Commissions and Users. Before proceeding to setting up the commission sheet settings, start by adding a name for the sheet at the top of the page.

1. Commissions Tab

This tab is divided into subtabs for each item type: services, products, packages, and gift vouchers. Here’s how to set up your commission structure:

• Active/Inactive Toggle: Decide if the commission sheet will apply to the selected item type. If active, staff members can be awarded commissions based on this sheet when they sell an item belonging to the selected type.

  

• Default Commission Type: Choose between a fixed price, percentage, or tiered commission structure. Only one type can be applied per item category (e.g., services or products). For instance, you might set services to a percentage rate and products to a flat rate.

  

• Default Rate: This field becomes mandatory if you select "Fixed" as the commission type. Define the commission as a percentage or a fixed amount, which will be auto-applied to all items in that category. 
  

  NOTE: For detailed instructions on setting up fixed commissions, refer to this guide.

• Pay Commission On: This option is specific to packages. You can choose to pay the commission when a package is either purchased or redeemed.

  

• Tiered Commissions: If you select a tiered commission structure, set up the rate type, the sales period (e.g., daily, weekly, monthly) and define the commission rates for each tier. Staff members will earn commissions based on the sales volume they achieve within the defined period.

  
  NOTE: For detailed instructions on setting up tiered commissions, refer to this guide.

2. Users Tab

By default, all users are added to the No Commission sheet, which serves as a placeholder for staff members not included in other commission sheets. This sheet doesn't have any commissions assigned to it and cannot be edited. 

When you create a new commission sheet, no staff members are automatically selected. To apply the commission settings, you’ll need to manually choose at least one staff member from the list displayed in the Users tab.

The Users tab shows all active staff members. However, only those who aren’t part of another commission sheet are eligible for selection.

If a staff member is already assigned to another commission sheet (other than the No Commission sheet), their name will not be displayed in the list. 

To complete the creation of the commission sheet, click on "Create" in the top right corner.

By following these steps, you'll ensure that your staff members are accurately rewarded for their contributions, helping to maintain motivation and drive success in your business.

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How to Set Up a Fixed Rate Commission

In this article, we'll cover how you can set up a fixed rate commission for your products, services, packages, and gift vouchers.

The Commissions feature in Pabau allows you to accurately calculate and allocate commissions to staff members based on the items they sell. This flexible feature enables you to set up different types of commission structures and customize how commissions are awarded.

Commissions motivate staff to sell more by directly rewarding them for their sales efforts. For instance, if a staff member sells two items worth $100 each with a 5% commission rate, they earn $10. Customers see only the total amount they paid on their invoices, without any mention of the staff member’s commission.

Pabau supports various types of commissions:

• Fixed Price: A set amount per item sold, such as $0.20 per item.
• Percentage-Based: A fixed percentage of the item's sale price, for example, 1% of the item price.
• Tiered Commission: A varying percentage based on the total amount sold, like 1% for sales between $0-$100 and 1.5% for sales between $100-$1000.

There are two default commission types: Fixed and Tiered. In this guide, we'll focus on setting up fixed-rate commission structures. To learn how to set up tiered commission structures, please refer to this article.

Step 1: Access the Commissions Feature

To begin, log into your Pabau account and navigate to the left sidebar menu. Click on "Team", then select "Commissions". This action will take you to the Commission Sheets listing page.

Here, you can click on "New Commission Sheet" in the top right corner to create a new sheet. If you wish to edit an existing sheet, click on the three dots icon next to the respective sheet and select "Edit".

Step 2: Navigate to the Commissions and Users Tabs

Upon creating a new commission sheet or editing an existing one, a modal will appear featuring two main tabs: Commissions and Users.

The Commissions tab contains four sub-tabs corresponding to specific item categories: Services, Products, Packages, and Gift Vouchers.

The Users tab allows you to assign staff members to the commission sheet. This topic is addressed in this article.

Step 3: Configure Fixed Rate Commission for an Item Category

To set a fixed-rate commission type for a specific category, follow these steps:

• Click on the sub-tab corresponding to the item category you wish to configure, such as Services or Products.

• In the "Default commission type" section, select "Fixed". This choice enables you to define a standard commission rate for all items within this category.

  

• In the "Default rate" field, choose whether the commission should be a percentage or a fixed amount, then enter the desired value. For example, you can set a 5% commission or a fixed $10 commission per item sold.

  

In the Calculations section below the commission type setup section, you can adjust the basis for the calculation of the commission for the specific item category by following the steps provided in this guide.

Step 4: Repeat the Process for Other Item Categories

After configuring the commission rates, ensure that the Active/Inactive toggle at the top of the item category tab is set to Active. This setting ensures that the commission rules you've defined are applied to the sales transactions.

If you wish to set a fixed-rate commission for other item categories, repeat Step 3 for each additional category. Remember to activate each category by setting the toggle to Active and save your changes accordingly.

Step 5: Activate and Save the Commission Settings

Once everything is set up, click on "Create" (for a new commission sheet) or "Edit" (if modifying an existing sheet) in the top right corner to save your settings.

By following these steps, you'll successfully set up fixed-rate commissions in Pabau, ensuring that your staff members are accurately rewarded for their sales efforts.

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How to Set Up a Tiered Commission

In this article, we'll cover how you can set up a tiered commission for your products, services, packages, and gift vouchers.

The Commissions feature in Pabau allows you to accurately calculate and allocate commissions to staff members based on the items they sell. This flexible feature enables you to set up different types of commission structures and customize how commissions are awarded.

Commissions motivate staff to sell more by directly rewarding them for their sales efforts. For instance, if a staff member sells two items worth $100 each with a 5% commission rate, they earn $10. Customers see only the total amount they paid on their invoices, without any mention of the staff member’s commission.

Pabau supports various types of commissions:

• Fixed Price: A set amount per item sold, such as $0.20 per item.
• Percentage-Based: A fixed percentage of the item's sale price, for example, 1% of the item price.
• Tiered Commission: A varying percentage based on the total amount sold, like 1% for sales between $0-$100 and 1.5% for sales between $100-$1000.

There are two default commission types: Fixed and Tiered. In this guide, we'll focus on setting up tiered commission structures. To learn how to set up fixed-rate commission structures, please refer to this guide.

Step 1: Access the Commissions Feature

To begin, log into your Pabau account and navigate to the left sidebar menu. Click on "Team," then select "Commissions".

Here, you can click on "New Commission Sheet" in the top right corner to create a new sheet. If you wish to edit an existing sheet, click on the three dots icon next to the respective sheet and select "Edit".

Step 2: Navigate to the Commissions and Users Tabs

Upon creating a new commission sheet or editing an existing one, a modal will appear featuring two main tabs: Commissions and Users.

The Commissions tab contains four sub-tabs corresponding to specific item categories: Services, Products, Packages, and Gift Vouchers.

The Users tab allows you to assign staff members to the commission sheet. This topic is addressed in this article.

Step 3: Configure Tiered Commission for an Item Category

To set a tiered commission type for a specific category, follow these steps:

Click on the sub-tab corresponding to the item category you wish to configure, such as Services or Products.

In the "Default commission type" section, select "Tiered".

Under "Rate Type", choose whether the commission will be a percentage or a flat rate per tier.

In the "Sales Period" section, decide how often the commission tiers should reset. Options include:

• Daily
• Weekly (the sales period will restart every Monday)
• Every 2 weeks (the sales period will restart every other Monday)
• Monthly  (the sales period resets on the 1st of each month)
• Quarterly (the sales period resets at the start of each quarter):
  
  Q1: 1st January - 31st March
  Q2: 1st April - 30th June
  Q3: 1st July - 30th September
  Q4: 1st October - 31st December

Tiers: Define the commission amounts for each tier. By default, two tiers will appear. Click "Add Tier" to add more, with each new tier automatically numbered (e.g., Tier 3 following Tier 2).

Example:

• Tier 1: $0 - $1000, award 10%
• Tier 2: $1000 - $2000, award 11%
• Tier 3: $2000 - $3000, award 12%

Next, set up the calculation options and repeat this process for each item category where you want to apply a tiered commission.

How It Works:

• Daily Sales Period: If a staff member sells $100 in one day, they’ll receive a 10% commission on that amount. For sales above $100, they’ll earn 11% on the additional amount. The commission rate resets to 10% the next day.

• Weekly/2-Week Sales Period: If a staff member sells $250 in one week, they’ll receive a 10% commission on the first $100, 11% on the next $100, and 12% on the remaining $50. The commission rate resets every Monday in the case of weekly sales periods, and every other Monday in the case of bi-weekly.

• Monthly Sales Period: Commissions reset at the start of each month, similar to the daily sales period.

  If a staff member reaches the highest tier (e.g., Tier 5), they will remain at that tier until the reset period begins.

Step 4: Repeat the Process for Other Item Categories

After configuring the commission rates, ensure that the Active/Inactive toggle at the top of the item category tab is set to Active. This setting ensures that the commission rules you've defined are applied to the sales transactions.

If you wish to set a tiered commission for other item categories, repeat Step 3 for each additional category. Remember to activate each category by setting the toggle to Active and save your changes accordingly.

Step 5: Activate and Save the Commission Settings

Once everything is set up, click on "Create" (for a new commission sheet) or "Edit" (if modifying an existing sheet) in the top right corner to save your settings.

By following these steps, you can effectively set up tiered commissions in Pabau, allowing you to reward your staff based on their sales performance. This tiered approach not only incentivizes higher sales but also allows for flexibility in how commissions are structured. 

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How Commissions Are Awarded to Staff

In this guide, we'll cover how commissions are allocated in Pabau.

The Commissions feature in Pabau is designed to accurately calculate and allocate commissions to staff members based on the items they sell. This flexible feature allows you to set up different types of commission structures and customize how commissions are awarded.

Why Use the Commissions Feature?

Commissions are a great way to motivate staff by directly rewarding their sales efforts. For example, if a staff member sells two items worth $100 each with a 5% commission rate, they earn $10. Customers only see the total amount they paid on their invoices, with no mention of the staff member’s commission.

Pabau supports several types of commissions, including fixed price, percentage-based, and tiered commissions. Commissions can be calculated based on different item amounts, such as:

• Unit price minus discount plus tax
• Unit price without factoring in discount or tax
• Unit price minus discount

You can also specify who receives the commission: either the person who completes the sale or the person with whom the appointment was booked.

Commissions can be awarded for the sale of services, products, packages, and gift vouchers.

Services:
Commissions are awarded to staff members when qualifying services are sold either through the Point of Sale or online bookings portal.

Products:
Commissions are awarded when qualifying retail products are sold via the Point of Sale.

Packages:
Commissions are awarded for qualifying packages sold through the Point of Sale or redeemed, depending on your settings. Note that commissions are not awarded for online bookings as packages cannot be allocated in that context.

Gift Vouchers:
Commissions are awarded when qualifying gift vouchers are sold via the Point of Sale. Commissions from online bookings do not apply to gift vouchers, as they cannot be assigned to a staff member in that context. 

How Commissions Are Allocated

Commissions are awarded via the Point of Sale and Pabau Connect (online bookings and client portal) provided the staff member eligible for the commission is known. Commissions can also be added manually through the invoice editing modal. Here’s how commissions are allocated:

         Point of Sale:

Commissions are awarded to the employee listed in the employee tab for each item, also known as the biller.


If an invoice includes multiple items assigned to different employees, each employee receives a commission for the items they were assigned.

          Online Bookings:

• • For appointments, the commission goes to the employee with whom the appointment was booked.
  • If only a deposit is paid initially, the employee is selected manually during the final payment stage in the Point of Sale.
  • For purchases such as packages or gift vouchers, no commission is allocated because the system cannot determine the staff member associated with the item.

          Pabau Connect - invoice details screen:

If an invoice generated via Point of Sale is paid through Pabau Connect, the commission is awarded based on the employee associated with the invoice.

         Client card - invoice editing modal:

Commissions can also be manually awarded or adjusted through the Commissions Summary, accessible in the invoice editing modal within the client card.

 

If an invoice containing items for which a commission was awarded is refunded, you can choose whether to remove the awarded commission or keep it unchanged.

Voiding an Invoice

If an invoice is voided, any commissions awarded for that invoice will be removed entirely.

Issuing a Credit Note

If a credit note is issued on a partially paid invoice, and the invoice becomes fully paid as a result, commissions will be awarded if the commission setting requires the invoice to be fully paid before commissions apply.

Voiding a Credit Note

If a credit note that contributed to a commission being awarded is voided, and the invoice reverts to a partially paid status, the previously awarded commission will be revoked.

Permissions:
Only users with the appropriate permissions can view, create, and manage commission sheets, however, commissions will apply to all relevant staff members based on the commission sheets set up.

By understanding these guidelines, you can ensure that commissions are accurately allocated and managed effectively within Pabau.

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How to Track Commissions Awarded to Staff

In this article, we’ll cover how to track commissions awarded to staff in Pabau.

The Commissions feature helps you accurately calculate and allocate commissions to staff members based on the items they sell.

Keeping an eye on commissions ensures fair and accurate payouts while helping you analyze sales performance. Whether you need to verify individual commissions, track refunds, or review overall earnings, Pabau provides multiple ways to monitor commission activity.

Commissions can be tracked in three key places:

- Invoice Commission Summary
- Commission Activity Report
- Team Report

To track commissions, follow these steps:

Step 1: Check the Invoice Commission Summary

For each invoice where a commission was awarded, you can view a detailed breakdown in the Commission Summary within the invoice modal.

How to Access It:

• Open the client card of the relevant client.
• Click on the Financials tab.
• Select the invoice number to open the invoice.

Alternatively, you can navigate to Money in the left sidebar menu, click on Invoices to open the invoices page, and click on the invoice number to open it.

In the Commission Summary, you can see:

• Who received the commission.
• Details like taxes, costs, and discounts deducted, depending on your settings for the specific item category and the commission sheet the commission was awarded for.
• The commission type and the item category.
• The specific item for which the commission was awarded.

Editing or Removing a Commission:

• Click the pencil icon to edit the commission amount.
• Click the "X" icon to remove a commission entry.
• To manually add a commission, select "Add Commission" and enter the details manually.

Step 2: Run the Commissions Activity Report

The Commissions Activity Report provides a full list of all commission entries, including positive entries for awarded commissions and negative entries from refunded invoices or voided credit notes.

To access the Commissions Activity Report, go to Analytics in the left sidebar menu, then select Reports and navigate to the Sales section.

Click on Commissions Activity Report to open the report.

The standard report displays line items where commissions exceed $0.01 (or your currency) and includes invoices with an invoice date from the current month.

Below the filters, you'll find a visual representation of the report's data, which you can customize by adjusting how the data is segmented. By default, it's grouped by Item Employee (the staff members who received commissions).

Like any standard report, you can modify existing filters or add new ones to tailor the data to your needs. For example, you can adjust the reporting period to view commissions over a longer or shorter timeframe.

In the report table, you'll find a detailed list of all commission entries, including any negative entries from refunded invoices or voided credit notes that affected commission payouts.

You can also create custom versions of this report for individual staff members. To do this, apply a filter such as "Line Item where Item Employee is [staff member name]".

Once customized, you can save the report by clicking "Save As", naming it, and selecting who else can access it.

For more details on creating custom reports, please refer to this guide.

Step 3: Review the Team Report

To access the Team report, go to Analytics in the left sidebar menu, then select Team Report.

The Team Report, alongside other staff-related data such as performance and KPIs, provides a detailed breakdown of commissions earned by each staff member, organized by item category.

For more details on generating and customizing the Team Report, refer to this guide.

By following these steps, you can easily track commissions and ensure accurate payments for your staff.

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How to Manually Add Commission to Staff Members

In this guide, we’ll walk you through the process of manually adding commission to staff members for items not previously awarded.

Step 1: Navigate to the Client Card

Log into your Pabau account and go to the client card of the individual for whom you want to add commission to a staff member.

Step 2: Open the Invoice Details

In the Financials tab of the client card, click on the invoice number of the invoice where you wish to add commission.

Step 3: Add Commission for Items

If there were items on the invoice that did not have commission awarded, click on "Add Commission" in the Commission Summary.

Select the item you want to add commission for in the "Item Name" field, and then enter the amount in the "Amount" field.

The "Employee" field is not editable and will display the name of the employee who sold the item in the Point of Sale.

Step 4: Save Your Changes

Click "Save" to save the changes you’ve made.

By following these steps, you’ve successfully added commission to the staff member for the selected items.

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