The company-wide defaults — rate, payout frequency, when commissions become payable, and what reps can see.
Commission settings hold the company-wide rules that individual plans inherit from and operate inside. Set these once and every rep without a personal plan is covered — and even personal plans follow the payable-timing and visibility rules defined here.
WHERE: Masthead ⚙ gear → Admin Console → FINANCIAL → Commission settings
§The settings
| Setting | What it controls |
|---|---|
| Default rate | The rate for anyone without a personal plan — their roster chip in Commission plans reads COMPANY DEFAULT. |
| Flat or tiered | Whether the default pays a single rate or steps through tiers. |
| Payout frequency | How often you run payout batches. |
| When commissions become payable | The trigger for eligibility — for example, once the invoice is paid in full. |
| Show profit to reps | Whether reps see the profit detail behind their commission numbers in MY COMMISSIONS. |
| Include warranty costs | Whether warranty-work costs count in the commission math. |
§What lives elsewhere
The commission basis and overhead treatment are part of FINANCIAL → Financial settings, the card-per-concern editor that also covers alerts, approvals, and tax. Per-person rates live in FINANCIAL → Commission plans. A personal plan overrides the default rate — the other rules here still apply to everyone.
◆ NOTE
The payable rule is the one worth deciding deliberately. Paying commissions on invoiced-but-uncollected work means clawbacks when a customer never pays; "paid in full" keeps commissions tied to real money.
§Related
- ◆See "Set up commission plans" for per-user rates.
- ◆See "Approve the queue and pay out" for how the payable rule and AR chip meet in practice.