How to Set Up and Apply a Commission – Remedly Help Center

In this article, you will learn how to:

Set up commissions for performed treatments & products sold
Apply commissions during invoicing
Check and approve commissions for staff and providers
Create commissions report

> View Video Below<

Set Up Commission Rates for Specific Staff Members

To set up commissions for your staff or providers, begin by navigating to the Commission Rates tab under Practice Account.

From here select the location, followed by the staff or provider that you wish to enable commissions for.

After selecting both a location and a staff member to set up commissions for, activate the Performed Treatments (Visit Reason) or Products sold (Inventory) that are applicable and input the appropriate commission rate.

Select each category to auto-select all sub-categories quickly then edit as needed.
Use the Apply same % to All or Apply Same $ Amount to All button in the top corner if multiple treatments or products share the same commission rates.
Make sure not to leave an empty space after the numbers.
Products Sold (Inventory) must have quantities in stock in order to configure

Always remember to click the save button on the bottom left of the screen.

It is possible to input rates into both the Percentage and Fixed Amount columns:

Applying a Commission during Invoicing

After you set up the commission rates for your staff and providers, you can start applying the commission to them when creating an invoice:

Navigate to the financial dashboard and create or select an invoice
If a commission rate has been set up for this staff member and treatment. There will be an Apply Sale To option for selecting the staff member who should receive the commission for this procedure or inventory item

For products or procedures that do not have a commission tied to them, you will NOT see this option available.

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Note: For treatments from prepaid packages commissions are applied when the treatment is performed during the appointment, but not when the prepaid package is sold.

Checking and Approving Commissions

Using Commission Status, you can review all staff and providers who have earned commissions including invoice amount, commission rate, and commission payout as well as approve any outstanding commissions. All commissions need to be approved by the appropriate staff member before being distributed.

To check all commissions needing approval, navigate to Commission Status under the Financial Dashboard

In Commission Status, use the Approve button for each transaction to activate commissions as appropriate.
- The ability to approve commissions is configured in User Accounts under Global Permissions/Practice Account.

To render Commission Status for a certain period of time follow the steps:

1. Go to the Commission Status tab.
2. Open Calendar to select a date range.

3. Select firstly the beginning date point (the beginning of the date range interval) with one click and then select the ending date point (the end of the date range interval) with another click.
Selected beginning and ending date points are highlighted in dark blue, the interval between them is light blue so you can easily see what date range you have selected.
You can also select 1-day interval by clicking 2 times on the date, so double-clicking will be selecting a one-day interval.
4. Click "Apply" and WAIT some time to create and display data by the system.

If an empty area is displayed, it's probable that no commissions were assigned during the selected date period.

If you need to approve a large number of commissions, you can use a view with up to 100 commissions to display per page.

Additionally, you can approve several commissions at once.

Select multiple commissions or the entire page of commissions using the top box, then the Approve All button to approve the selected commissions with ease.