Commission Calculator

The Commission Calculator handles the full commission breakdown after a property purchase. It appears on Client records and has four tabs: Referral, Details, Commission, and Expenses.

Creating a Commission Calculation

1. Navigate to the Client record
2. If no calculation exists, you'll see "No Commission Calculation Found"
3. Click Create Commission Calculation
4. The calculator opens with four tabs to configure

Tab 1: Referral

Configure fees for referral partners who helped source the client.

How It Works

• Referral partners are automatically loaded from the Client record's Contact Roles (contacts with a "Referral Partner" role)
• If no referral partners appear, you need to add them as Contact Roles on the Client record first - they won't appear automatically from the Lead
• GST is calculated at 10% for GST-registered referral partners

Screenshot needed: The Referral tab showing referral partners with GST badges, Fee % inputs, and calculated Fee $ amounts

Setting Referral Fees

1. For each referral partner, enter a Fee %
2. The Fee $ (ex GST) calculates automatically
3. A GST Registered badge shows whether the referrer is GST registered (affects invoice amounts)
4. Click Save Referrals

Summary

The bottom of the tab shows:

• Fee $ (ex GST) - Total base fee before referral splits
• Total Referral Fee - Combined referral percentage and dollar amount
• Net to Commission - Amount remaining after referral fees

Tab 2: Details

This tab has two sections: Commission Splits and Commission Expenses.

Commission Splits

Screenshot needed: The Commission Splits section showing User/Company splits with percentages totalling 100% (green indicator)

Divide the commission among agents and the company. Splits must total exactly 100%.

Adding a Split:

1. Click Add Split
2. Select Type: User or Company
3. For User: Search and select the user (only users with the "Agent" role are available for selection)
4. Enter a Percentage
5. Repeat until total equals 100%
6. Click Save Splits

The total percentage shows in green when it equals 100%, red when it doesn't. You cannot save until the total is exactly 100%.

Some splits may be locked (shown with a lock icon) and can't be edited. If rounding causes fractions of a cent, the remainder is allocated to the largest split.

Commission Expenses

Two types of expenses:

Chargeable to Client

Expenses the client pays on top of the fee (e.g. building inspections, pest reports, legal fees).

1. Click Add Chargeable Expense
2. Select Type (User or Company) - who arranged/incurred the expense
3. Enter Item description and Amount
4. Click Save Expenses

Internal Expenses

Business expenses not charged to the client (e.g. marketing costs, admin fees).

1. Click Add Internal Expense
2. Select Type (User or Company) - who incurred the expense
3. Optionally select a Recipient contact (who was paid)
4. Enter Item description and Amount
5. Split checkbox - If checked, the expense is distributed among all agents based on their commission split percentages. Each agent's share equals: Expense Amount × (Agent Split % / 100). If unchecked, the full amount is attributed to the agent who incurred it.
6. Click Save Expenses

Tab 3: Commission

The final calculations and payment tracking. This tab is read-only except for a few fields.

Client Invoice Calculation

Screenshot needed: The Commission tab showing the full invoice calculation table, from Fee through to TOTAL INVOICE + EXPENSES

The breakdown in order:

Line	Description
Fee $ (no GST)	Base fee from the fee structure
Total (inc GST)	Fee x 1.10
Retainer (inc GST)	Registration deposit, shown with DEDUCTED or NOT DEDUCTED badge
Net of Retainer (inc GST)	After retainer deduction
Expenses Charged to Client	Total chargeable expenses
Discount	Editable - enter any discount amount
TOTAL INVOICE + EXPENSES	Final amount to invoice the client

Settings

• Deduct Retainer from Invoice - Checkbox (default: checked). Uncheck if the retainer shouldn't be deducted.

Referrer Invoice (if applicable)

Shows for each referral partner:

• Referrer name (linked to contact)
• GST Registered status
• Referral percentage
• Invoice amount with "Inc GST" or "Exc GST" badge depending on registration

Agent Commission Split

Screenshot needed: The Agent Commission Split table showing Net Commission, split percentages, agent dollars, expenses, and colour-coded invoice totals

Shows the Net Commission amount to be split, then a table:

Column	Description
Agent	Agent name or "Company"
Split %	Their percentage
Agent $	Dollar amount from the split
Agent Expenses	Internal expenses allocated to them
Invoice Total	Agent $ minus expenses (green = owed money, red = owes money)

Status Tracking

Checkboxes to track payment progress:

• Invoice Drafted
• Special Conditions Check
• Success Invoice Sent
• Money Received
• Referrer Paid
• Agent Paid
• Company Paid
• Expenses Settled

Click Save Status after updating checkboxes.

Tab 4: Expenses

Screenshot needed: The Expenses tab showing the consolidated expense table with Share/Credit columns per agent

A consolidated view of all expenses with a per-person breakdown.

Column	Description
Expense	Item description
Type	"Chargeable" (green) or "Internal" (grey) badge
Incurred by	Who paid the expense
Recipient	Who received payment (internal expenses)
Amount	Total expense amount
[Agent columns]	Share and Credit for each agent/company

Understanding Share vs Credit:

• Chargeable expenses: Share = $0 (client pays), Credit = full amount
• Internal non-split: Share = full amount if you incurred it, $0 otherwise
• Internal split: Share = your % of total, Credit = what you incurred minus your share

Green = you're owed money. Red = you owe money.

Approval Workflow

Commission calculations go through an approval process before being finalised.

Statuses

Status	Meaning
Draft	Being configured, fully editable
Pending Approval	Submitted for review, locked for editing
Approved	Approved by a manager, locked
Rejected	Rejected with a note, can be edited and resubmitted

What Can Be Edited by Status

Field/Section	Draft	Pending	Approved	Rejected
Referral fees	Yes	No	No	Yes
Commission splits	Yes	No	No	Yes
Expenses	Yes	No	No	Yes
Discount	Yes	No	No	Yes
Deduct Retainer	Yes	No	No	Yes
Status checkboxes	Yes	Yes	Yes	Yes
Delete calculation	Yes	No	No	Yes

Submitting for Approval

1. Complete all tabs (Referral, Details, Commission)
2. Click Submit for Approval
3. The calculation is locked and sent to the approval queue
4. All fields except status checkboxes become read-only

After Rejection

If your calculation is rejected:

1. The rejection note displays on the component
2. All fields become editable again
3. Make corrections
4. Click Submit for Approval again

Approving (Managers Only)

Screenshot needed: The Commission Approval Queue showing the two-panel layout - list of pending calculations on the left, detail view on the right

Only users with the Commission Approver permission set can approve or reject calculations.

See the Commission Approval Queue page:

1. Navigate to Commission Approvals from the navigation bar
2. Pending tab shows calculations awaiting approval
3. Click any calculation to see full details in the right panel
4. Review all sections: client info, invoice calculation, referrer invoices, agent splits, expenses
5. Click Approve or Reject
6. If rejecting, enter a reason in the modal (required - you must explain why)
7. Approved calculations move to the History tab

Deleting a Calculation

Click the delete icon (top-right of the calculator) to remove the entire commission calculation. This cannot be undone.