How do I set up commissions?

There are two types of commissions in Helm CONNECT: contract commissions and agent commissions. A contract commission only applies to a specific customer that the contract applies to whereas an agent commission applies to an agent account.

To set up a contract commission

1. On the Jobs > Contracts > Contracts tab, select the contract you want to modify.
2. Scroll down to the Commissions section and click Add Commission.
3. (Optional) Under Effective, add the start and end dates you want the commission to be available.

   NoteIf you don’t add a start and end date, the commission will always be available.

4. From the Billing Type list, select the commission you want to add.

   NoteIf you only have one commission billing type, Helm CONNECT will select it by default. If you haven’t set up any billing types yet, you must add one on the Setup > Invoicing > Bill Types tab.

5. In the Rate field, enter the rate that will apply to the commission.
6. From the Quantity list, select the appropriate quantity for the commission.
7. From the Transaction Type field, select the appropriate transaction type for the commission.

   NoteIf you haven’t set up any transaction types yet, you must add one on the Setup > Invoicing > Transaction Types tab.

8. From the Bill To list, select the appropriate bill to entity for the commission.
9. (Optional) Enter other details about the commission, if necessary. Although it’s not required, we recommend that you enter a description.
10. Click Save Changes.

To set up an agent commission

1. On the Jobs > Contracts > Agent Commission tab, select the agent account you want to modify and click New Commission.
2. Click Add Commission.
3. (Optional) Under Effective, add the start and end dates you want the commission to be available.

   Note If you don’t add a start and end date, the commission will always be available.

4. From the Billing Type list, select the commission you want to add.

   Note If you only have one commission billing type, Helm CONNECT will select it by default. If you haven’t set up any billing types yet, you must add one on the Setup > Invoicing > Bill Types tab.

5. In the Rate field, enter the rate that will apply to the commission.
6. From the Quantity list, select the appropriate quantity for the commission.
7. From the Transaction Type field, select the appropriate transaction type for the commission.

   Note If you haven’t set up any transaction types yet, you must add one on the Setup > Invoicing > Transaction Types tab.

8. From the Bill To list, select the appropriate bill to entity for the commission.
9. (Optional) Enter other details about the commission, if necessary. Although it’s not required, we recommend that you enter a description.
10. Click Save Changes.