Bill Deduction Commission Workflow

Bill Deduction Commission Workflow

darwin Cloud has a setting that allows users to apply an amount deducted from agent commission checks to unpaid bills while posting a transaction.

Enable Setting

  1. Click Settings menu
  2. Click Setup submenu
  3. Click application settings
  4. Select Property
  5. Set property Enable apply credits for Bill Deduct in Post to True
  6. Click save

Bill Deduct Preference for individual agents

A setting called Billing Preference is available under the People menu. This controls how agent bills are deducted from commission checks.

By default, the preference is set to “Manually enter agent bill deductions.” 

In this mode, users will manually update the bill deduct in the Properties > Agent Net List/Sell submenu

  1. Open the property in the Properties menu
  2. Go to Agent Net List or Sell submenu
  3. Click the recalculate button next to the bill deduct line item

If users switch it to “Automatically deduct bills from agent commission"

The system will automatically populate the agent's bill in the bill deduct field based on the values on the Agent Net List/Sell screen and agent’s unpaid invoices. This data will refresh along with other commission deduction fields.

Bill deduct override when less than the agent’s balance due

Users can choose to not deduct the full amount that the agent owes to the company - then the agent bill will not be paid in full and the Agent Commission will be higher. For instance, $1,035.00 is the the amount the agent owe to the company, and needs to change the amount less than the balance due

To enter the amount manually in the Bill Deduct field,

  1. Check the box in Bill Deduct.
  2. Highlight the field and enter the amount to be deducted from the agent’s commission.
  3. Click Save.
  4. The Agent Commission will update automatically from the previous amount.

Bill deduct in Post screen

Once the user click the Post button, a screen will appear to allow the bill deducts to be applied to any outstanding bills on the agent account:

  1. Go to Post submenu
  2. Click the post button

Select and Save

  1. Check the box of the bills to pay (user can select multiple bills to apply the credit)
  2. Double-click on the amount field for each bill if needed to edit the amount to pay, ensure that payment amount matches bill deduct amount
  3. Click Save

The system will create the credit memo and automatically applies to the agent's balance due.

Alternatively, if users do not wish to apply the deducted amount to bills during the post step

  1. Click skip this step

If the bill deduct credit is not applied during post, the credit memo will still be created in darwin Cloud and will appear on the screen Sales > Add Payments. For more information, review the article "How do I apply a commission deduct or credit"

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