Refreshing Commissions

In WeEstimate, you have the option to have commissions recalculate automatically when a change is made to the job, or to have them recalculate manually when the "Refresh Commissions" button is pressed

To have commissions calculate manually, turn off the checkbox "Auto-Calculate Commissions on any Estimate change".  Then to calculate the commission, on the Estimate screen, go to the commissions tab.  There will be a button at the top of the section labelled "Refresh Commissions".

To have commissions calculate automatically, you need to enable the checkbox in My Settings. In My Settings, in the Estimate tab, check the box for "Auto-Calculate Commissions on any Estimate change".

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

0 comments

Please sign in to leave a comment.