Accounting and payments
How to set up user commissions
Defining consultant commission per product or service as a percentage or a fixed amount — the setup that retires the month-end spreadsheet.
Where to find it
ListsUser Commissions
When commission lives in a spreadsheet three things happen at once: the calculation is redone every month, who earned what gets argued over, and whoever keeps the sheet becomes indispensable. The real cost is the erosion of trust — a consultant who cannot follow their own number checks it every month.
In MetoCRM commission is defined per product or service, because margins differ by treatment in medical tourism and a single percentage would not be fair.
Step by step
- Define commission in one of two forms: a percentage of the sale, or a fixed amount per case.
- For treatments whose price varies, a fixed amount gives a more predictable result; for standard-priced services a percentage is fairer.
- Once rates are defined, follow earnings on Lists › User Commissions.
Tips and common mistakes
- Tip Design commission alongside the product catalogue. A messy catalogue makes messy commission: where one treatment exists as two products, you end up with two rates.
- Careful When you change a rate, check how existing earnings are affected. Leaving that conversation to month-end brings back exactly the argument this module is meant to end.
Frequently asked questions
Should I use a percentage or a fixed amount?
For treatments priced per patient (graft count, number of implants) a fixed amount keeps both the calculation and the expectation predictable. For standard-priced packages a percentage is fairer.
Can a consultant see their own commission?
Visibility depends on roles and permissions. Letting the consultant follow their own number is the main benefit of the module — design access with that in mind.
What happens to commission on a refunded sale?
Record the refund as a negative movement in accounting; in a setup based on net collection, earnings correct themselves.