Skip to main content
Who this is for: Brand administrators. Go to Settings → Split Commissions.
By default, commission reports credit the rep on each invoice at their standard rate. Split commission rules let you redirect part of that commission to other reps — for example when a house account or split territory applies.

​
How rules work

A rule says:
When the rep on an invoice is Source Rep (and optionally the customer is Customer), pay these recipient reps these commission rates instead of the source rep’s normal rate.
Rules take effect automatically in the Commissions Report and commission dashboard widgets.

​
Creating a rule

  1. Go to Settings → Split Commissions.
  2. Click Add rule.
  3. Enter a rule name.
  4. Select the source rep — the rep normally on the invoice.
  5. Optionally restrict to a specific customer (leave blank for all customers).
  6. Set effective dates — start date required; end date optional for open-ended rules.
  7. Add recipient lines — each line is a rep plus an absolute commission rate (e.g., 8%).
  8. Save the rule.
Recipient rates replace the source rep’s default commission for matching invoices during the effective window.

​
Managing rules

  • Reports — Commissions Report uses these rules
  • Dashboard — Commissions MTD widget reflects split rules