Sales
Rep commission accrued from billed invoices, using the rule percent and the customer’s assigned sales rep.
Where to find it: Left menu → Sales & CRM → Commissions
Step 1
Left menu → Sales & CRM → Commissions. If the name is missing, your role does not include it — ask an admin in Users & Roles.
Step 2
Save a percent rule, assign a sales rep on the customer profile, then bill. Entries appear as accrued.
Step 3
An invoice for a customer with a rep should create a commission entry.
Yes. Commissions is a signed-in workspace screen. This public page teaches the screen with a picture and a link to the feature video. It never shows another company’s data.
The left menu only shows screens your role may open. Ask a company admin to grant the matching permission, or to show you which role should own this step.
No. Accrual waits for an invoice so unpaid quotes do not pay the team.
