How do I track commissions?

Question

Accepted Answer

On a computer: Customers → open a customer → assign a closer, then Team → the commission ledger, and Mark Paid when you pay one out.

On your phone: Customers → the customer → assign a closer; Team for the ledger.

Commissions calculate on payments that land after the closer is assigned. If the customer has already paid you, DeskOps asks whether to backfill commissions on those past payments too; changing a customer's closer retracts the previous closer's unpaid commissions on that customer and backfills the new closer. A commission already marked paid is never rewritten — a correction is booked as a new negative entry so the history stays honest. On your taxes a commission counts when you mark it paid, in the year you paid it — the same date the 1099 summary uses; one still owed is not deducted yet.