In Commissions: Personal Deductions & Income, admins can set fees for agents that will be deducted from their commissions. These deductions are separated from the commission plans used on transactions and will appear alongside any selected plan on a transaction. This guide will walk you through the process of setting up personal deductions and income for agents.
If fees listed in the user profile are deleted from a transaction manually, the agent must be removed and then added again to restore them. Adding, changing, or removing the commission plan does not affect these fees; only items linked to the commission plan are impacted by such modifications.
How do I set up personal deductions & income for an agent?
Go to Users page and click the needed agent profile.
On the right side of the page, locate the PERSONAL DEDUCTIONS & INCOME section and click it to expand.
When opened, this section will display your commission plan setup (except split).
Click add to input the deductions or fees that need to be applied to the agent's transactions. These deductions will be subtracted from the agent's commissions.
The deductions configured will be automatically applied to every transaction for the respective agent moving forward.
If no commission plan is applied to a transaction for the agent, the deductions will still apply.
If a commission plan is applied to a transaction, both the plan and the deductions will be applied. The split will be determined based on the commission plan applied or from the transaction if no plan is applied.