Commissions

Review commissions to find which deals still owe the partner money, or owe the dealership money.

Requirements: Partner Commission Access and Partner Directory Access. The Record Payment and Record Settlement buttons also need the Record Payments & Costs permission. Without Partner Commission Access, the Commissions tab and the Terms card do not appear.

Read the balanceCopy Anchor Link

1. Open the partner page.
2. Read the Terms card in the side column.

The value Settled appears when a figure is zero.

Read the commissions per dealCopy Anchor Link

1. Open the Commissions tab. The tab number counts the deals with a commission.
2. Read the groups Owed to Partner and Owed to Dealership.

Each row shows the car, the deal number, the customer, the rate and the date won. Each row also shows the commission amount and a state.

A deal appears here only when it is Won, has commission terms and has a sale price. For a Markup deal the row also shows Partner keeps and the partner amount. The commission amount in that row is what the partner owes the dealership.

The footer of the tab shows Earned by partner, Owed by partner, Settled and Outstanding.

Record a payment against a commissionCopy Anchor Link

1. On the row, select Record Payment for an amount owed to the partner, or Record Settlement for an amount owed to the dealership.
2. In the Record Transaction dialog, check the amount. It starts with the amount that remains.
3. Select Record.

The dialog starts with Amount Out and the category Partner Commission for a payment. It starts with Amount In and the category Partner Settlement for a settlement.

NotesCopy Anchor Link

• The row Not Attached to a Deal appears when recorded money does not match a won deal. The text under it explains whether the money was paid or received. The amount counts in the outstanding total.
• The Deals tab shows the column Commission Paid with the same states.
• A won deal adds its commission to the Awaiting list of the deal. See Change the status of a deal.
• Partner commission has its own permission. A team member can see a partner without seeing what the partner earns.