Commission & Gratuity Report

Purpose

The Commission and Gratuity Report lists sales transactions for products, services, packages, and gratuities, and credits them to the assigned staff member. The report calculates commission amounts using either percentage‑based or fixed dollar commission rules.

The report can be exported to a spreadsheet, allowing the practice to apply additional or external commission logic, such as tiered, sliding‑scale, or performance‑based commission models.

Exclusions

The Commission and Gratuity Report does not include the following transaction types:

• Custom “Miscellaneous Payment” types
  Miscellaneous or ad‑hoc payment types are not treated as commissionable or reportable sales items and will not appear on the report.

• Surgical procedures
  Surgical procedures are excluded from this report. Surgical revenue, charges, and compensation are typically tracked through surgical, facility, anesthesia, or procedure‑specific reports, rather than standard commission reporting.

What the Report Includes

• Product sales
• Service sales
• Package sales and/or package item delivery
• Gratuities
• Assigned staff member attribution
• Calculated commission amounts:
  • Percentage‑based commissions
  • Fixed dollar amount commissions
• Optional inclusion or exclusion of:
  • Discounts
  • Cost of Goods (COGs)

Prerequisites and Configuration Requirements

Staff Profiles

Staff profiles must be configured correctly in order to appear on the report and receive credit.

• Gets Commissions – Required for staff earning commissions
• Can Receive Gratuity – Required for staff receiving tips

Products

Products must be configured as commissionable or reportable items.

• Commission or Report Item checkbox must be enabled

Commission types:

• Percentage of Total
  • Commission can be calculated on:
    • Line total
    • Discounted total
    • Total with COGs deducted
• Fixed Dollar Amount
  • Commission is paid per item
  • Paid regardless of discounts or total sale amount

Services

Services must be configured to appear on the report.

• Report and Commission Item checkbox must be enabled

Commission types:

• Percentage of Total
  • Commission can be calculated on:
    • Line total
    • Discounted total
    • Total with COGs deducted
• Fixed Dollar Amount
  • Commission is paid per service
  • Paid regardless of discounts or total charge .

Packages

Packages must be configured to support commission tracking.

• Commission amount must be greater than zero

Important note:
Typically, commissions are not paid on the sale of a package, but rather on the delivery of the package’s child items (services or products included in the package). This ensures commissions are earned when work is actually performed.