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Commission Swap

Steps on how to move commission from one provider to another.

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Written by Training BLVD
Updated this week

Overview

A commission swap is when commission is moved from one provider to another. This could happen if another provider completes the scheduled service. Changing the service provider will automatically reassign commission in commission summaries.

  1. Navigate to the sales tab and select orders.

  2. Locate the order using the orders filters.

  3. Select the order.

  4. Select the provider dropdown menu.

    NOTE: If the original provider for the service is an employee with their own merchant account, we do not support swapping commission to another provider.

  5. Select the provider you wish to move commission to.

  6. Confirm the commission change by selecting Move commission. The original provider assigned to the service will be crossed out and the provider the commission was moved to will be now assigned.

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