Once the Commission Template is configured, you can then process the commission to pay for a given period of time.  You can process commissions to Users or Between Sites.
Note: For more information, please refer to the topic: Create a Commission Template.

Commissions to Users

Follow the process described below to learn how to create a commission due for a specific user.

1. Right-mouse click to create an Appointment with a Provider who has been included as a User on a Commission Template

2. Select the Appointment Service that has been included as an Item Type on a Commission Template and click Save.
   Note: The charges on an appt will only pull through to the Commission Due once they have actually been billed, i.e. Insurer/ACC Schedule or Debtor Invoice or charge set to client OR once it has been paid, depending on which option has been chosen on the Commission Template.

3. Go to Accounting Form and click on Money Out.
4. Click on Commission Due, select a template and set a time period. Click Get Data.
5. Click on the  icon to create the Commission Batch.

6. Click Commission Batches, select a template and set a time period. Click Get Data.
Note: Once Commission Batch is created, an Expense is automatically generated
7. Tick Show Expense Details and Click on to view Expense Details
   Note: If an Item needs deleting, the entire Commission Batch will have to be deleted, Commission Due amended and re-created
8. Click OK.
   Note: When an expense is created from a Commission Batch items related cannot deleted.

Once the Batch Item is opened with the , you will be able to view the Expense items.
Note: If the Commission Template has 'Show Item Amt on Expenses' ticked you can view the original charge amount in the expense Details line.

1. 

Commission Between Sites

Follow the process described below to learn how to commission the Parent Site when the Item was created on the Child site.

1. Right-mouse click to create a New Contract Appointment on the Child Site which has been included on the Commission Template.
   Note: For more information, please refer to the topic: Create a Commission Template.

2. Select the Contract and the Charge Type that has Commission applied to them on the Commission Template

3. Click on to edit the Contract Details if required. Click Save.
   Note: The Management Site previously set in the Contract needs to be the same as the Parent Site set on the Commission Template.

Once the Contract Charge has been invoiced, you will be able to process Commission Due.

4. Go to Accounting Form and click on Money Out.
5. Click on Commission Due, select a template and set a time period. Click Get Data.
6. Click on icon to create the Commission Batch.

7. Click on Commission Batches, select a template and set a time period. Click Get Data.
Note: Once Commission Batch is created, an Expense is automatically generated
8. Tick Show Expense Details and Click on to view Expense Details

9. Note: Items included in an Expense created from a Commission Batch cannot be individually added or deleted. If items are incorrect, the entire Batch will need to be deleted and then re-created from Commission Due.

6. Once the Batch Item is opened with the , you will be able to view the Expense items.

7. Note: If the Commission Template has 'Show Item Amt on Expenses' ticked you can view the original charge amount in the expense Details line.

9. Tick Show Invoice Details and Click on to view Invoice Details

10. Note: Items included in an Invoice created from a Commission Batch cannot be added or deleted. If items are incorrect, the entire Batch will need to be deleted and then re-created from Commission Due.

6. Once the Batch Item is opened with the , you will be able to view the Invoice items.

7. Note: If the Commission Template has 'Show Item Amt on Invoices' ticked you can view the original charge amount in the invoice Item Details line.