Commission Tab in ConnectWise Invoice Search

The Commission tab appears on an invoice only after it reaches a closed status. It shows commission allocations calculated from two sources: the commission percentage in the Sales Commission Setup Table, and any splits defined on the Opportunity Team tab.

Note: Commission amounts don’t recalculate automatically if you change product pricing or update the Sales Commission Setup Table after the fact. Use Recalculate Commissions to refresh the numbers without reopening and re-closing the invoice.

Recalculate commissions

• In the Commission tab toolbar, select Recalculate Commissions.

Adjust a commission

1. In the Commission tab, select the commission record you want to adjust.
2. In the Adjustment field, enter the adjustment amount.
3. In the Adjustment Reason field, enter a reason.
4. Select Save.

Note: If commissions are configured to calculate on paid invoices, the Amount column stays empty until the invoice is marked paid.

Column reference

Column	What it shows
Member	The member receiving the commission.
Opportunity Summary	The opportunity the commission is tied to.
Agreement	The agreement the commission is tied to.
Activity	The activity the commission is tied to.
Ticket	The ticket number and summary the commission is tied to.
Project	The project the commission is tied to.
Sales Order	The sales order the commission is tied to.
Percent	The member’s commission percentage.
Split Percent	The split percentage from the Opportunity Team tab, used when splitting a commission between two members.
Amount	The commission amount earned.
Adjustment	Any manual adjustment applied to the commission.
Adjustment By	Who made the adjustment.
Date Adjusted	When the adjustment was made.
Adjustment Reason	The reason entered for the adjustment.