Create commission periods

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Create commission periods to group and track transactions during a specified timeframe for the compensation plan.

Create commission periods

  1. Go to Commissions > Compensation Plans.

  2. Find and select a compensation plan you want to add commission periods to.

  3. Click the Commission Periods tab.

  4. Click Add.

  5. Complete the following fields:

    Note

    Commission periods cannot overlap.

    Field

    Description

    Name

    Type a unique name for the commission period.

    Start Date

    Select the date you want the commission period to begin.

    End Date

    Select the end date for the commission period.

  6. Click Save & Exit.