How to Submit Commission Invoices
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How to Submit Commission Invoices
This guide explains how Project Managers can add commissions to projects and create invoices to get paid.
Step 1: Add a Commission to a Project
Go to the Projects tab.
Click on the project you want to add a commission to.
In the project detail modal, click the Costs tab.
Click Add Cost.
Fill in the form:
Type: Select "Commission"
Description: Enter a brief description (e.g., "Sales commission for Project X")
Amount: Enter the commission amount.
Recipient: This will automatically be set to you.
Click Save.
Your commission will now appear in the project's costs list with a "Pending" status.
Note: You can only add commissions to projects where you are the Project Manager.
Step 2: View Your Pending Commissions
Go to the Invoices tab.
At the top, you'll see a Pending Commissions section.
This shows all your commissions across all projects that haven't been invoiced yet.
Each row displays the Project Name, Description, Amount, and Date Added.
Step 3: Create a Commission Invoice
In the Pending Commissions section, check the boxes next to the commissions you want to invoice.
As you select commissions, the Selected Total at the bottom updates.
Once you've selected all the commissions you want to include, click Create Invoice.
A new draft invoice will be created.
Tip: You can include commissions from multiple projects in a single invoice.
Step 4: Review and Submit
After creating the invoice, the invoice detail will open.
Review the details: Invoice number, list of commissions, and total amount.
If everything looks correct, click Submit Invoice.
A PDF will be generated and your invoice will be sent for admin approval.
Step 5: Track Your Invoice
After submitting, your invoice will have one of these statuses:
Status | Meaning |
Draft | Not yet submitted—you can still edit or delete. |
Submitted | Waiting for admin approval. |
Paid | Approved and payment processed. |
Rejected | Admin rejected—check notes for reason. |
If your invoice is Rejected, commissions return to "Pending" status for you to review rejection notes and re-invoice.
Frequently Asked Questions
Q: Can I add a commission for someone else?
A: No, PMs can only add commissions for themselves. Only Super Admins can add commissions for other team members.
Q: Can I edit a commission amount?
A: Currently, you must delete the pending commission and create a new one with the correct amount.
Q: Can I combine time entries and commissions?
A: No, commission invoices and time-based invoices are separate. Please create separate invoices for each type.
Need Help?
Reach out to your admin or the operations team for assistance.