Commissions

Commissions are how you pay partners for the deals they bring you. On this page you set up commission rules that work out the payment when a deal reaches a certain stage.

Where to find it: Settings, then Commissions (under Partner Program). Admin or Partnerships team members can use this page. You need a paid Journeybee plan.

How commissions work now

Commissions are one-way: your company pays the partner. You no longer choose a payment direction.

If you have more than one partner type turned on (for example Referral, Reseller, or Distributor), a row of tabs lets you set up different commissions for each partner type.

Two kinds of payment

When you create a commission, you choose who gets paid:

Commission: Pays the partner company. This is the usual choice.
Spiff: Pays an individual person (a sales incentive). When you pick Spiff, you also choose how the recipient is picked:

Lead Creator: The person who created the lead.
Deal Owner: The person who owns the deal.
Manual Assignment: You pick the person yourself.

Manual commission overrides

At the top of the page there is a switch to let you override an auto-calculated commission with a fixed amount. Turn this on if you sometimes want to pay a set amount instead of the calculated one. This switch saves on its own.

Creating a commission

Click New commission at the top.
Give it a Label so you know what it is for.
Pick the partner type it applies to.
The currency is set in your Company Profile and cannot be changed here.
Choose the Payment Type (Commission or Spiff) and, for Spiff, the recipient.
Click Create.

Setting up payment entries

Inside each commission you add one or more payment entries. Each entry says when a payment happens and how it is worked out.

For each entry you set:

Payment stage: The deal stage that triggers the payment.
Payment custom field (optional): A yes/no field that must be ticked before the payment happens.
Type of payment: One-off, Recurring, or Split.

How the amount is worked out

For each entry you pick a rate type:

Fixed: A set amount, no matter the deal size.
Percentage: A percentage of the deal value.
Scaling: Different rates based on a custom field value (for example different rates per product tier). You need a custom Select field set up on deals before you can use this.

Payment types

One-off

A single payment when the conditions are met.

Recurring

Several payments over time, great for subscription deals. You choose:

Period: Weekly, Monthly, Quarterly, or Yearly.
Number of recurring payments: How many payments to make.

Split

An upfront payment plus recurring payments in one entry. For example, $500 upfront plus 5% monthly for 12 months.

Period-based rates (for recurring payments)

For recurring and split payments, you can turn on period-based rates to pay different rates at different times. For example, pay 10% for the first year and 20% after that.

How to set it up:

Turn on Enable period-based rates.
Set the rate for the first period.
Click Add period to add more. For each one, set the last occurrence it covers, the rate type, and the value.

The last period covers all remaining payments on its own.

Example: Monthly payments for 24 months, 10% for months 1 to 12 and 20% from month 13 onwards.

Limiting which partners get the commission

Use filters to limit a commission to certain partners:

Categories: Only partners in those categories.
Tiers: Only partners at those tier levels (shown after you pick categories).
Specific partners: Pick individual partners, or tick “Apply to all partners” to include everyone.

Saving and deleting

Click Save at the top to keep your changes to a commission.
Click the bin icon next to a commission to delete it.

Good to know

Only admins and partnerships team members can create and change commissions.
Changes do not change deals that already exist.
Payments are worked out automatically when deals reach the stage you set.
Scaling commissions need a custom Select field on deals first.
Period-based rates only work with recurring and split payments.
Deal expiration days are set on the Partnership Settings page, not here.