Commission on invoices from Dinero
With Dinero as the source, commission is calculated on what you have actually invoiced instead of what is marked as won in the CRM. Each invoice is linked to a rep and calculated by your plan, and a credit note takes the commission back. Prowi writes nothing to Dinero. Approved commission goes on to payroll, straight into Zenegy or as a payroll file.
This guide shows what data commission is based on, what you need in place in Dinero, a worked example and the mistakes that most often cost reps their commission.
What data commission is based on
| Data | Direction | Used for |
|---|
| Sales invoices with amount, date and customer | Dinero to Prowi | The commission basis |
| The rep on the invoice | Dinero to Prowi | Who the commission belongs to |
| Credit notes | Dinero to Prowi | Reducing commission when an invoice is credited |
| Nothing | Prowi to Dinero | Prowi does not book entries or change invoices |
| Approved commission per rep | Prowi to payroll | Payment with salary |
How invoice data from Dinero is brought into your setup is something we go through with you during setup.
Why invoices make a good commission basis
Smaller teams and agencies that invoice from Dinero often want commission to follow the money. A won deal is a promise. An invoice is revenue. Paying on invoices means you never pay commission on deals that were not invoiced, and the figures match the books.
In Dinero, a credit note is always attached to a specific invoice. It is created from the invoice under More, Create credit note (Mere, Opret kreditnota), and can credit the whole invoice or only part of it. That makes it easy to see which invoice, and so which rep, a credit belongs to. For commission, the credit note has to produce negative commission on the same basis as the invoice. That is a clawback.
Invoiced or paid?
If you pay commission on invoicing, it is earned when the invoice is sent. If you only pay once the customer has paid, the payment is what counts. In Dinero, an invoice shows as paid under Sales, Invoices once the payment is registered. If you choose paid, payments need to be registered as they come in, or reps wait for the bookkeeping. Write the trigger into the commission agreement.
How to set it up
- Decide how an invoice carries the rep. Every invoice has to be linkable to a rep in Prowi. Agree on one field or reference that is always filled in, and use it the same way for every rep.
- Decide the trigger. Invoiced or paid, and which date decides the period.
- Build the commission model in Prowi. For example a flat rate of the invoice amount excluding VAT, with a clawback when an invoice is credited.
- Check a closed month. Compare Prowi’s figures with your current statement for a month you know before reps get the app.
- Connect payroll. Approved commission goes straight into Zenegy or as a payroll file to, for example, Danløn.
Worked example
The plan pays 8% of the invoice amount excluding VAT. Sara has three invoices in October. On 23 October, DKK 10,000 of a September invoice is credited because part of the job is dropped.
| Document | Date | Amount excl. VAT | Commission (8%) |
|---|
| Invoice 312 | 3 October | DKK 45,000 | DKK 3,600 |
| Invoice 318 | 12 October | DKK 28,000 | DKK 2,240 |
| Credit note for invoice 301 (September) | 23 October | DKK -10,000 | DKK -800 |
| Invoice 325 | 29 October | DKK 17,000 | DKK 1,360 |
| Total | | DKK 80,000 | DKK 6,400 |
September’s statement is approved and is not touched. The credit lands in October as a negative line. Once October is approved, DKK 6,400 is added to Sara’s balance in Prowi and can be paid with salary.
Common pitfalls
- Invoice without a rep. An invoice that cannot be linked to a rep counts on no statement. Check it every month.
- Credit note on the wrong invoice. Because the credit note is attached to an invoice, the negative amount hits the rep on that invoice. Always credit the right invoice.
- Payments registered late. With paid as the trigger, commission only arrives once the payment is registered in Dinero.
- VAT. State in the commission agreement that commission is calculated excluding VAT.
- Sales invoiced elsewhere. If part of your sales is invoiced from another system, it needs its own data source, or it is missing from commission.
The e-conomic integration shows the same choices for e-conomic, and the principles apply to Dinero as well. To see how your Dinero data can be used in Prowi, book a demo.
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