Filter out $0 commissions in Bookings tab
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Molly Johnson
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We solved for this by allowing you to mark bookings as "not commissionable"! They'll still appear in sales numbers, but not in your commission dashboard when marked this way. Quick video explainer is here - https://www.loom.com/share/82f2d02830034e87b216fddcfdb8e8c7?sid=c5d5e8eb-3e32-4e0e-9b9f-fa9259a809e0
Canny AI
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Lapis lazuli Mammal
Can you add a payment and all it vendor direct? I do this in a current program I am using. I do this when clients buy anything on their own. I also use it for Royal Caribbean coupons that come off the trip price and where said coupon does not affect my commissions. For instance, a credit card coupon and Royal pays on full cruise amount and not the discounted amount.
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Current Crab
Chexk Exclude them from credit card authorization
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Official Dragonfly
Current Crab does that stop them from reporting, or just keep it off the Auth for the client. I think they still report; I'll have to go back and look now.
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Current Crab
Official Dragonfly Good point.
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Harlequin Marmoset
I'd love for there to be a box for the advisor to check that says no commission. This way the sales numbers are still reported as revenue but the commission isn't flagged to be processed at some point in the future.
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Eventual Parrotfish
Harlequin Marmoset I like this idea. I would also be interested in having the items that are no commission not show up under the commission tab. It pulls up a lot that say est. commission $0. It would be nice if those didn't show up under the commission tab.
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