Admin guide

Plans

Open Plans and choose a new plan, or pick Start from a template (solar setter and closer split, distributor invoice percentage net of discounts, referral partner). The plan editor has four sections:

• Details: plan name, source module, and the dates the plan applies from and to.
• Qualification: which records qualify (for example an invoice with a paid status) and which to treat as void.
• Basis: the amount commission is calculated on, such as the invoice total, with optional deductions for shipping, tax or costs. You can floor the basis at zero.
• Rules: who is paid and how. See below.

Plans have effective dates, so you can introduce a new plan going forward without rewriting earlier periods. Every save creates a new plan version; new calculations use the latest version, and each ledger line records the version it was calculated with. Recalculate a date range if you want history to follow the new plan.

Rules, payees, splits and tiers

• Payees: users, contacts, accounts or vendors. Reps, managers, partners and referrers can all be paid.
• Amounts: a flat amount, a percentage of the basis, or tiers.
• Splits: divide one commission between several payees, for example 60% closer and 40% setter.
• Targeting: limit a rule by person, product or team, and optionally stop evaluating further rules when it matches.
• Explanation note: an optional sentence that appears in the reason on each generated line.

Recalculating a date range

Commissions recalculate automatically when source records change. After changing a plan or correcting data, open Settings and choose Recalculate for the dates you want. Existing lines are updated, and reversals are posted as clawback lines rather than silently overwritten.

Records whose date field is blank cannot be placed in a period. They are skipped, and the recalculation result reports how many were skipped. Fill in the date on those records and run it again.

Settings

Settings holds the configuration created by the setup wizard, which you can change at any time:

• Sources and field mapping: which modules feed commission and which fields hold amounts, owners, dates and statuses.
• Periods: how commission periods are cut.
• Home currency: defaults to your organisation’s currency. Amounts are shown in this currency everywhere, and the currency you choose is kept.
• Version: the installed version of Commission Slate.

Ledger and Commission Breakdown

Ledger lists every commission line with a plain-language reason. Filter by payee, period or status, open a line for its full calculation, and export to CSV. Line types are Earned, Adjustment and Clawback; statuses are Pending, Approved, Paid and Clawed Back.

On a Deal, Invoice or Sales Order, the Commission Breakdown button shows how that record’s commission was worked out, line by line. Administrators see every payee’s amounts on the record.

Payouts

1. In Statements, select the payee and period and choose Create payout.
2. The dialog lists the exact lines that will be included. Confirm it; the payout contains exactly the lines you confirm.
3. When the money has been sent, choose Mark as paid. The payout shows Paid immediately.
4. If a payout was created in error, choose Void and confirm in the dialog.

Commission Slate records payouts; it does not move money.

Statements and printing

Each payout has a statement for the payee, opened from Statements or with View Statement on the Payout record. Statements are formatted for print; use your browser’s print dialog to print or save as PDF.

Logs

Logs lists errors and warnings from calculations and scheduled checks, each with its source record and message. Fix the underlying issue (often a blank or unmapped field), then retry the calculation and mark the log entry resolved. If something is unclear, include the entry when you contact support.

Rep privacy

Reps see only their own lines: ledger lines and payouts are owned by the payee. To enforce this, set Commission Ledger sharing to Private in Zoho CRM’s Data Sharing Settings (in Setup, search for “Data Sharing”). Administrators and finance users keep full visibility.

Troubleshooting

Still stuck? Email [email protected] with your organisation name, a link to the record and a screenshot.