The Staff Commissions (Paid Revenue) report calculates commissions using payment date and paid amounts, ensuring accurate, auditable payouts without manual adjustments.
This report calculates commissions from paid revenue only, not from created sales. This prevents overpaying commissions on unpaid invoices or refunded transactions.
How to access
Go to Reports
Open Revenue Reports
Click Staff Commissions
Permissions
To access this report, your role must include:
View Paid Revenue Commission Report — view the report
Export Paid Revenue Commission Report — download CSV export
❗If you cannot see the report, contact your clinic administrator.
Overview
The Staff Commissions report shows commissions grouped by Provider, calculated only from paid sales. You can:
Filter by Payment Date
View provider-level commission totals
Expand providers to see line-level breakdown
Export commission data to CSV
Exclude refunds and non-eligible transactions automatically
How commission calculation works
Uses payment date (not sale date)
Commissions are calculated using the payment date, not when the sale was created or closed.
Example:
Sale created: March 1
Payment received: March 20
Commission appears on: March 20
This ensures:
No commission paid on unpaid invoices
No manual reversals later
Commission matches real collected revenue
Handles partial payments automatically
If a sale is only partially paid, commission is calculated only on the paid portion.
The calculation:
% Paid = Payment Allocated ÷ Sale Total
Commissionable Amount = Revenue Pre-Tax × % Paid
Commission = Commissionable Amount × Commission Rate
This ensures providers earn commission only on collected revenue.
Example
A sale contains:
Sale Total: $200
Revenue Pre-Tax: $180
Payment Received: $100
Commission Rate: 10%
Step 1 — Calculate % Paid
% Paid = Payment Allocated ÷ Sale Total
% Paid = 100 ÷ 200 = 50%
Step 2 — Calculate Commissionable Value
Commissionable Value = Revenue Pre-Tax × % Paid
Commissionable Value = 180 × 50% = $90
Step 3 — Calculate Commission
Commission = Commissionable Value × Commission Rate
Commission = 90 × 10% = $9
Result:
The provider earns $9 commission, because only half of the sale has been paid.
When the remaining $100 is paid later, the report will automatically calculate the remaining $9 commission in that payment period.
Includes only eligible sales
The report automatically excludes transactions that should not generate commission:
Payment Refunds (not returns)
Payment Reversals
Unpaid sales
Filters
Use filters to control what commission data appears:
Payment Date
Sale Status : Open, Close or Ready to checkout
Sale Type: Record or Counter Sale
Provider
Item Type: Product or Service
AAHA Code
Show fully refunded sales: lists sales that were paid and later refunded in the selected period
Provider summary
The main table shows commission totals by provider:
Provider
Gross Sales
Discount
Revenue Pre-Tax
Commissionable Amount
Commission Total
Click a provider row to expand and view item-level breakdown.
Expanded provider details
Expanding a provider shows:
Item Type
Category
Item
AAHA Code
Document Number
Revenue Pre-Tax
% Payable
Commission Rate
Commission Total
Export commission data
To export the report:
Apply filters
Click CSV
Download the commission file
The export respects:
Payment date filter
Provider filter
Refunded sales setting
All active filters
When to use this report
Use Staff Commissions (Paid Revenue) when:
Paying monthly staff commissions
Auditing provider performance
Tracking commission by AAHA code