You can add commissions data within each invoice directly and edit this info via the invoice, or through the Commissions & Sales Report.
Adding commission info via invoice
When adding a new invoice item, click on the pencil icon to the right of that item to open the details:
Once opened, click on the Commission tab to enter your commission amounts, dates, and splits
| 💡 For items with a quantity of more than one, enter the total commission amount. |
Editing commission info via reporting
The information you entered on the invoice above will appear in the Details tab of the Commissions & Sales report.
Any data paired with a blue edit icon (which looks like a pencil) can be edited directly from this report and will be reflected on the invoice after being updated here:
To see more about this, check out our guide covering the full Commission & Sales Report here.
| 💡 Team owners and team members with access can manage agency-wide reporting for commissions & sales by following this guide. |
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