Commission records

Every commission item is a separate record in Bookinda with an audit trail. Sale, completed service, tip, each is its own row.

Where to find it

Reports → Team → Commission Activity (per transaction) or Commission Summary (aggregate).

A record's fields

Transaction date
Staff
Customer
Source type: SERVICE / PRODUCT / TIP
Service / product name
Gross amount
Discounts / refunds / tax (if any)
Calculation base (gross or net)
Commission %
Commission amount
Status: Pending / Approved / Paid / Adjusted / Disputed

Lifecycle

Pending

Fresh record, not yet processed.

Approved

Manager / owner reviewed and approved.

Paid

Paid out via pay-run.

Adjusted

Manually modified (amount). Note field mandatory.

Disputed

Staff disputes. Investigate, then Approved or Adjusted.

Manual adjustment

Manager can change a record's amount:

Click row → Adjust
New amount + mandatory note (e.g., "Calculation error," "Compensation for customer complaint")
Status → ADJUSTED
Audit log preserves original and new value

Dispute resolution

Staff can see own records (in Staff Portal). If disputing:

Dispute button on their record
Manager gets notification
Open → decide:
- Approved (calculation correct, dispute rejected)
- Adjusted (modification justified)

Report filters

Staff
Date range
Status
Source type
Location

Bulk actions

Approve all pending (one button)
Export CSV (external payroll software)

When to use it

Scenario 1, weekly Approval routine End of week: Commission Activity → Pending filter → Bulk Approve. 5 minutes, done.

Scenario 2, dispute investigation Staff disputes not getting commission on a service. Open record → verify → if wrong, Adjust. If right, Approve + explanation.

Scenario 3, post-refund commission cleanup Customer gets 50% refund. Commission record doesn't auto-reduce (depending on settings). Manual Adjust -50% on the record.

Scenario 4, month-end export Commission Summary → "Last month" → Export CSV. Send to payroll.

Scenario 5, anomaly detection One staff member's commission 30% higher than other months. Open activity, verify transactions. Could be a revenue spike, could be an error.

Tips

Mandatory note on Adjust isn't filler, reviewable later. Be detailed.
Weekly Approval routine eases month-end pay-run, don't let 30 days of pending pile.
Disputed status after customer complaint is common, proactively review refunds.
Export CSV column formatting: no extra columns, payroll software is strict.
Bulk Approve carefully, don't approve bad records. Filter doubtful ones first.
Commission accuracy is the foundation of salon finance, don't skip a step.

Commission records and adjustments