Commission Bonuses

Applaud your Sales Reps who go above and beyond

Commission Bonuses are used outside of normal commission tables to get additional income for your Representatives. Common examples of Commission Bonuses include New Customer Bonuses, Renewal Bonuses, # of Sales in a month bonus, etc.

To create a new commission bonus, click on "Bonuses" from the commissions overview page and you'll be taken to your list of current bonuses

Click on Add Type to create a new Commission Bonus

Commission Bonuses can be fixed dollar amounts or percentages that can be attached to products or the entirety of a contract

Applying for a Commission Bonus

Sales representatives can apply for a commission bonus in two different ways.

First on the contract summary call-out

Or on the "Billing" page of the Contract Edit page

Regardless of where you do it, the process is the same, select your bonus from your drop down and click "Add Bonus"

Your commission bonus will then be logged as pending until it is approved by an Accounting or Administrator User

Upon approval you will see the amount approved, a message and a notice that you received approval

Approving Commission Bonuses

Commission Bonus approvals can only be done by an Administrator or Accounting User and can be found in the Paychecks section of Commissions

You'll see the total amount of Bonuses applied for in the Bonuses column. Clicking on Select will allow you to either Approve or Decline the Bonus and add it to the check that is being paid out.