A reseller is a customer record that other customers are linked to. PracBill reports the commission the reseller has earned on those customers' invoices; it does not create the credit or payment for you. Commission is either a flat percentage of sales or, per product or service, an amount from a commissions price book.
¶ 1. Create a commissions price book
Skip this if a flat percentage of everything is enough.
- Open Sales → Commissions Price Books and click Create.
- Enter a Name.
- Set Commission Percentage only if every product and service not listed below should earn that rate. Choose whether commission is based on Revenue or Gross Margin.
- Under Services (or Products) click Add Row, pick the service type and set the amount. Tick Override for a flat dollar amount; leave it unticked for a percentage.
- Set a Signup Price for a one-off commission when the service is first connected, with its own Signup Override.
- Click Save.
| Field | Meaning |
|---|---|
| Override | Ticked: the amount is a flat dollar figure. Unticked: it is a percentage. |
| Price / Amount | Ongoing commission per invoice line, two decimal places. Enter 10 for 10%. |
| Signup Price | Commission on services connected in the report period. Same override rule. |
| Commission After (months) | Delay before ongoing commission starts. |
| Clawback Period | If set (for example 3 months), commission already paid is reversed for a service that ends within that window of its start date. |
New services usually generate two charges on the first invoice (pro rata plus a full month). A flat Override amount is paid on each of them, so the first commission is doubled.
¶ Examples
Service type NBN EE, price $500, cost $400. Reseller gets 50% on signup, then a trail.
| Price book row | Amount | Override | Signup Amount | Signup Override | Result |
|---|---|---|---|---|---|
| 5% trail | 5 | off | 50 | off | Signup $250, ongoing $25 |
| $5 trail | 5 | on | 50 | off | Signup $250, ongoing $5 (first pro rata invoice $10) |
¶ 2. Set up the reseller
- Create or edit the reseller's own customer record and open Acquisition Details.
- Choose the Reseller Commission Book created above.
- Set Reseller Commission Percentage: the default rate for anything not in the price book.
- Leave Reseller Commission on Paid Only? on to report only on paid invoices.
¶ 3. Link the reseller's customers
On each customer the reseller signed up, set Reseller under Acquisition Details to the reseller's record. Commission is paid on that customer and on any Sister Company of it.
¶ 4. Run the commission report
- Go to Management → Reports, click New Report and choose Reseller Commission under Sales. Pick the reseller in Customers.
- Choose the Report period, then Run Report or Save & Schedule.
The reseller only appears in Customers once at least one customer is linked to it. For paid-only resellers, report on Last Quarter and schedule it for the 15th of the following month so customers have time to pay.
The report picks invoices created in the period and then checks whether they are paid. An invoice paid very late may miss the commission.
Related: Customer details, Price books.