How commission Balance works (who owes whom)
Every report type in Accounting > Commissions and in a saved report under Accounting > Reports has the same Balance column and box. The rule is one line: Balance = the payee's commission + the Employee cost they paid - the cash they hold.
- Plus (green)
- You owe them. They earned more than the cash they are holding.
- Minus (red)
- They owe you. They are holding more cash than they earned.
Who holds the cash
An external payee holds the money of their jobs: every payment with no Collected by, and any part of the job with no payment recorded yet. That changes only when a payment is marked Collected by your company (or by another member). An employee holds only what is marked collected by them.
A worked example
An external payee does an $864 job. They paid $100 of Employee cost. Their share is 50% after costs, so the commission is $382. They collected the full $864 in cash.
| Part | Amount |
|---|---|
| Commission | $382 |
| Employee cost they paid | + $100 |
| Cash they hold | - $864 |
| Balance | -$382 (red) - they owe you $382 |
They kept $864 of your customer's money but were only owed $382 plus their $100 back, so they send you the difference. If the payment had been marked Collected by your company, they would hold $0 and the Balance would be +$482 (green) - you would owe them.
Where you see it
- The Team report has one Balance box with an Employees line and an External line.
- The External report has one Balance box showing what your company keeps and what the external gets.
- The payment details box shows Collected by, so you can see whose pocket the money is in.
- On a saved report, open an appointment's three-dot menu and press Settle. The settle box shows the Balance and picks pay or collect from its sign.
Frequently asked
Still stuck?
Our team typically replies within one business day.