Sales commission management - rules, calculation and reports in one place
Define a commission rule for an agent, customer or category, and the system calculates commission automatically on every approved order. Each commission moves through pending, approved and paid, and a monthly report shows how much every agent earned.
What a sales commission system does
A sales commission system is where you define commission rules for agents - for whom, on which orders, and at what percentage or amount - and the system calculates and records a commission every time an order is approved, with no spreadsheet on the side. In Lynxbe the most specific rule wins: a rule defined for a specific agent beats a general rule, and a rule with a chosen customer or category beats an open rule. Every commission moves through pending, approved and paid, and a monthly report summarizes for each agent how much commission accrued, was approved and was paid.
What the commission system actually does
Commission rules with a matching hierarchy
A commission rule can be defined for a specific agent, a chosen customer, a category or an item, with its own priority. When an order is approved the system picks the most specific matching rule - an agent-specific rule beats a general one, and a defined customer beats an open rule.
Three commission calculation types
Any rule can calculate commission as a percentage of the order total, a fixed amount per order, or a fixed amount per unit sold - and the system sums the quantity across the order's lines itself.
Automatic calculation on an approved order
The moment an order moves to approved, the system calculates commission by the matching rule and records it in the ledger. You can also trigger a manual calculation for a specific order, and the system will not create a duplicate commission if one already exists.
A commission ledger with filters and a per-agent summary
See every commission in one table, filtered by agent, status and date range, and pull a per-agent summary of what accrued, is pending, was approved and was paid for a chosen period.
Approval and payment by status
A pending commission can be approved, an approved one can be marked paid, and any commission can be cancelled - with an approval date and a payment date saved automatically, and an audit trail of who changed the status.
Sales, commission and profitability reports
A sales report breaks down orders by customer, agent, item or category, a commission report rolls them up month by month per agent, and a profitability report for managers shows revenue, cost and gross margin.
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Customer data, bookings, payments, and communications sync automatically.
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Create workflows that span multiple modules. Book → Invoice → Remind → Follow-up.
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See How Modules Work Together
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WhatsApp + CRM
See full customer history when they message. Auto-tag contacts, track conversations, and personalize responses based on purchase history.
Booking + Invoicing
Auto-generate invoices when appointments complete. Send payment reminders, track revenue by service, and reconcile automatically.
Payments + Booking
Collect deposits at booking time. Deposits and reminders can reduce no-shows. Process full payments, offer installments, and manage refunds.
AI + WhatsApp
24/7 intelligent responses. Answer FAQs, book appointments, send quotes - all automatically while you sleep.
Contracts + Payments
Auto-trigger payment collection when contract is signed. No chasing clients - funds transfer on signature.
Automation Flows
Build powerful workflows: New lead → WhatsApp welcome → Book demo → Send contract → Collect payment → Add to CRM.
Real Example: The Perfect Customer Journey
Zero manual work. Every step automated.
Power Combinations
See how 3 and 4 modules create complete business workflows
Smart Booking Experience
Booking + WhatsApp + CRM
Customer books online → WhatsApp confirmation with their name from CRM → Personalized reminder with past service history → Post-visit follow-up based on preferences
Automated Billing Cycle
Invoicing + Payments + Email
Invoice generated → Payment link embedded → Email sent → Reminder at 7 days → Thank you email on payment → Receipt auto-delivered
24/7 Smart Scheduler
AI + WhatsApp + Booking
Customer messages at 2am → AI understands intent → Shows available slots → Books appointment → Confirms instantly → No human needed
Smart Call Center
Voice + CRM + Analytics
Call comes in → Customer card pops up with full history → Agent sees previous purchases & preferences → Call logged automatically → Analytics tracks call duration, outcomes & agent performance
Multi-Channel Reminders
SMS + WhatsApp + Booking
Customer books appointment → WhatsApp confirmation sent → SMS reminder 24h before → WhatsApp reminder 1h before → No-show? Auto-reschedule message sent on both channels
Omnichannel AI Support
Voice + WhatsApp + AI
Customer calls → AI voice assistant answers → Can't resolve? Transfers to WhatsApp for detailed help → AI continues conversation seamlessly → Full transcript saved
Complete Service Business
CRM + Booking + Invoicing + Payments
New customer added to CRM → Books service → Appointment completed → Invoice auto-generated with customer details → Payment collected → History updated in CRM
Intelligent Customer Engagement
CRM + AI + WhatsApp + Analytics
AI identifies high-value customers in CRM → Sends personalized WhatsApp offers → Tracks engagement → Analytics shows ROI → AI optimizes next campaign
Deal Closing Machine
CRM + Contracts + Payments + Email
Lead marked 'ready' in CRM → Contract auto-generated with details → Sent for e-signature → Payment triggered on sign → Welcome email sent → Deal closed
Sales commission FAQ
How is it decided who gets commission on an order
What is the difference between the three calculation types
When is commission calculated
What statuses does a commission move through, and who can change them
What reports exist for commissions and sales
Which plan includes the commissions module
We'll show you how a commission rule turns an approved order into a ledger entry and a monthly report per agent.
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