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Commission Per Payment (Manual Entry)

The Commission Per Payment field is used to manually define the exact commission amount you expect to receive from the carrier for each billing cycle. This method is used when you choose to calculate expected commissions externally rather than using the automated Carrier Commission Tables.

💡 Why Use This

While automated tables are recommended for scalability, manual entry is useful when:

  • One-Off Agreements — The policy has a unique commission structure that does not fit into a standard table.
  • Simplified Tracking — You prefer to estimate commissions manually outside of the software.
  • Fixed Fee Policies — The commission is a flat dollar amount that never changes, regardless of premium fluctuations.

🗺️ How to Access

The Commission Per Payment field is on the Policy screen within the Carrier Payment Details section.

How It Works

When you enter a value in the Commission Per Payment field, Commission Tracker bypasses its internal calculation engine and uses this fixed amount across the policy's payment schedule.

Example: Fixed Commission Calculation

If a policy has a premium of $1,000 and the commission is exactly $100 every month, enter $100 in the Commission Per Payment field. The system will expect $100 for every payment in the term.

Manual Commission Entry Example

Step-by-Step Instructions

  1. Navigate to the Policy screen.
  2. Locate the Commission Per Payment field in the Carrier Payment Details section.
  3. Enter the flat dollar amount you expect to receive per billing cycle.
  4. Click Save.
  5. Click Create Payments to generate the schedule based on your manual figure.

What Happens When You Save

  • A/R Accuracy — Your Accounts Receivable reports will show this manual amount as the "Expected" commission for every month in the term.
  • Agent Splits — The system will still apply your Agent Splits to this manual amount. For example, if an agent gets 50%, they will be scheduled to receive $50 of your $100 entry.
  • Statement Reconciliation — When you Receive a Payment, you will compare the carrier's actual payment against this manual "Expected" figure.

🔧 Troubleshooting

I entered a Commission Per Payment amount but the expected commission is still $0. Click Create Payments after saving. The payment schedule is not generated automatically — you must trigger it manually after entering the Commission Per Payment value.

Can I use both a Carrier Table and Commission Per Payment on the same policy? No. The Commission Per Payment field overrides the Carrier Table calculation. If both are populated, the manual Commission Per Payment amount takes precedence.

Need help? Contact support@commission-tracker.com