Commission Tracking

Overview

Commission tracking lets you log, monitor, and reconcile the commissions that suppliers owe you for bookings. Every commission is linked to a trip and client, giving you a complete financial picture alongside your invoices.

Your commission data appears on the agency dashboard alongside invoice revenue, so you can see total expected income, what has been received, and what is still outstanding.

Creating a Commission

1. Go to Commissions in the agency sidebar.
2. Click New Commission.
3. Fill in the required fields:
   • Supplier Name -- the hotel, cruise line, tour operator, or other supplier.
   • Commission Type -- choose Fixed Amount (enter the dollar amount directly) or Percentage (enter the booking value and rate, and the expected amount calculates automatically).
4. Optionally link the commission to a Trip and Client.
5. Set the Expected Payment Date if you know when the supplier typically pays.
6. Add a Booking Reference (confirmation number) and Notes for your records.
7. Click Create Commission.

Commission Statuses

Status transitions happen automatically when you record payments:

• Recording a payment that brings the total to the expected amount changes the status to Received.
• Recording a partial payment changes the status to Partial.

You can also manually change the status using the buttons on the commission detail page.

Recording Payments

1. Open a commission from the list.
2. Click Record Payment.
3. Enter the Amount, Payment Date, and optional Notes.
4. Click Record Payment to save.

You can record multiple payments against a single commission. Each payment is logged in the payment history with a timestamp. The commission's received amount updates automatically.

Commission List

The commission list shows all your commissions with key details at a glance:

• Filter by status using the tabs at the top (All, Pending, Received, Partial, Overdue, Void).
• Search by supplier name, trip name, or client name.
• Click any row to view the full commission detail.

Commissions that are past their expected date are automatically flagged as overdue in the list.

Dashboard

The agency dashboard includes a Commissions section that shows:

• Expected -- total commissions you expect to receive.
• Received -- total commissions that have been paid.
• Outstanding -- the difference between expected and received.
• Overdue -- count of commissions past their expected payment date.

These numbers respect the same time period selector (30, 60, or 90 days) as your invoice revenue.

Exporting Commission Data

1. Go to Commissions.
2. Click Export CSV.
3. The export includes: supplier, booking reference, type, status, client, trip, currency, expected amount, received amount, outstanding balance, dates, and notes.

The export respects your current status filter. For example, if you have "Overdue" selected, only overdue commissions are exported.

Tips

• Set expected payment dates so you can spot overdue commissions quickly.
• Use booking references to match commissions against supplier statements.
• Check the dashboard regularly to catch outstanding commissions before they slip through the cracks.
• Export monthly for your bookkeeper or accounting software.