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Sales Commissions

The Sales Commissions Add-On allows you to assign, calculate, generate, and track commissions directly from invoice line items.

This guide explains how to:

  • Create commission formulas
  • Assign commissions to invoice line items
  • Generate commissions
  • Track and mark commissions as paid

Before You Begin

  • The Sales Commissions add-on must be installed and enabled.
  • Sales reps must exist as Users in FusionInvoice.
  • Invoices should be created normally within the system.

Create a Commission Formula

Navigate to:
Settings → Sales Commissions → Formulas

  1. Click Create Formula.
  2. Enter a Name (example: 10% of Subtotal).
  3. Enter the Formula Expression.
  4. Click Save.

Example Formulas

Percentage of Line Subtotal:

line_subtotal * 0.10

Percentage of Profit:

(line_subtotal - line_cost) * 0.15

Flat Rate Per Item:

quantity * 25

⚠️ Always test formulas carefully before using them in production. Incorrect formulas may result in inaccurate commission calculations.

Assign Invoice Line Item Commissions


Commissions are assigned at the line item level, not the invoice total level.

Navigate to:
Invoices → Create Invoice
or
Invoices → Edit Invoice

  1. Add or edit a line item.
  2. Select a Commission Recipient.
  3. Select a Commission Formula.
  4. Save the invoice.

You may:

  • Assign different recipients to different line items
  • Use different formulas per item
  • Leave commission blank if not applicable

View Commission Records

Navigate to:
Reports -> Invoice Commissions

You can view:

  • Commission ID
  • Invoice
  • Client
  • Line Item
  • Commission Recipient
  • Commission Amount
  • Status
  • Date Generated

Use filters to narrow results by:

  • Date range
  • User
  • Status
  • Payment Status

Step 5: Mark Commissions as Paid

FusionInvoice tracks commission status.

  1. Open a commission record.
  2. Change the Status to Paid.
  3. Save the record.

This allows you to track:

  • Outstanding commissions
  • Paid commissions
  • Historical payouts

Typical Commission Workflow

  1. Create commission formulas.
  2. Assign commissions when creating invoices.
  3. Review commission records.
  4. Process payments externally.
  5. Mark commissions as paid.

Important Notes

  • Commissions are calculated per line item.

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