# Commission On Transaction
Commission / Bonus on Transaction links a Sale Invoice to employee commission and bonus lines. On approve, the system validates totals against Payroll Settings maximum commission % and auto-creates Additional Payment lines for the pay run. An active commission record blocks cancellation of the linked sale invoice.
Overview & List View
Go to Payroll → Commission On Transaction (ERP route: employeeAdditionalPaymentOnTransaction).
The list shows every commission-on-transaction record with the linked sale invoice, customer, totals, and status.
List columns
| **Column** | **Shows** |
|------------|-----------|
| Id | System reference. |
| Number # | Document number. |
| Date | Transaction date. |
| Sale Invoice | Linked sale invoice bill number. |
| Customer | Customer on the invoice. |
| Invoice Amount | Total invoice value. |
| Commission Total | Sum of commission amounts across all employee lines. |
| Bonus Total | Sum of bonus amounts across all employee lines. |
| Status | Draft, Approved, or Cancelled. |
Quick filter tabs
| **Tab** | **Shows** |
|---------|-----------|
| Default | All except cancelled. |
| Approved | Status Approved (additional payments created). |
| Draft | Saved but not approved. |
| Cancelled | Cancelled records. |
Advanced Filters
Id, Sale Invoice, Customer, Employee, Branch, Date, Status, Created Date.
List row actions
| **Action** | **Available when status is** |
|------------|------------------------------|
| Edit | Draft |
| Delete | Draft |
| View | All statuses |
Quick Start — Create Commission On Transaction
1. Navigate
Go to Payroll → Commission On Transaction and click New.
2. Link sale invoice
- Select the Sale Invoice for which commission or bonus is being allocated.
- The system loads invoice amount, customer, branch, and discount totals from the invoice.
3. Add employee lines
In the Commission Lines section, add one row per employee:
- Employee — who receives the commission or bonus.
- Commission % and Commission Amount — percentage and calculated or entered commission.
- Bonus % and Bonus Amount — optional bonus percentage and amount.
4. Save or approve
- Save — keeps status Draft. No additional payments created.
- Approve — validates against branch commission limits, creates Additional Payment lines, and marks the record Approved.
| **Field** | **Description** |
|-----------|-----------------|
| Date * | Date of the commission transaction. |
| Sale Invoice * | Approved sale invoice to link. Invoice amount and customer are pulled from this document. |
| Customer | Auto-filled from the sale invoice. |
| Branch | Branch from the invoice; used for commission limit lookup. |
| Invoice Amount | Total invoice value (read-only from invoice). |
| Discount Total | Total discount on the invoice (read-only). |
| Notes | Optional remarks. |
Commission Lines
Each line allocates commission or bonus to one employee for the linked invoice.
| **Column** | **Description** |
|------------|-----------------|
| Sl No. | Line number. |
| Employee * | Employee receiving commission or bonus. |
| Commission % | Percentage of invoice amount for commission. |
| Commission Amount | Commission amount (calculated from % or entered manually). |
| Bonus % | Optional bonus percentage. |
| Bonus Amount | Bonus amount (calculated from % or entered manually). |
| Notes | Line-level remarks. |
Commission and bonus can be entered as a percentage (amount auto-calculated) or as a fixed amount. Total commission + bonus across all lines must not exceed the branch limits configured in Payroll Settings → Sale Invoice Commission.
The Transaction Wise Commission Report shows the same employee-level breakdown across invoices — useful for verifying allocations before or after approval.
Validation & Limits
On Approve, the system checks commission and bonus totals against the branch limits in Payroll Settings:
| **Setting** | **What is validated** |
|-------------|----------------------|
| Maximum Commission % | Total commission % on the invoice must not exceed this limit for the branch. |
| Commission Bonus % | Total bonus % on the invoice must not exceed this limit for the branch. |
If totals exceed the configured maximum, approval is blocked and an error is shown. Adjust line percentages or amounts, or update the branch limits in Payroll Settings before approving.
Actions & Status
View toolbar actions
| **Action** | **Description** | **Available when status is** |
|------------|-----------------|------------------------------|
| Approve | Validates limits; creates Additional Payment lines; blocks sale invoice cancel. | Draft |
| Edit | Opens for editing. | Draft |
| Delete | Permanently removes. | Draft |
| Cancel | Reverses the record and reopens linked additional payments if not yet paid. | Approved |
Statuses
| **Status** | **Description** |
|------------|-----------------|
| Draft | Saved, not approved. Editable. No additional payments. |
| Approved | Commission validated and additional payment lines created. Sale invoice cancel blocked. |
| Cancelled | Record reversed. Sale invoice cancel allowed again. |
Additional Payment Link
When a Commission On Transaction is Approved, the system automatically creates Additional Payment records:
- One additional payment per employee line (or grouped by employee and payment category).
- Type set to commission / by-transaction.
- Payment Category from payroll configuration for commission or bonus.
- Year / Month from the commission date or invoice date.
- Line status Approved — ready to be pulled into the next Pay Run for that employee.
- Payment Transaction reference links back to this commission record and the sale invoice.
On pay-run approve, linked additional payment lines move to Paid status along with other payroll settlements.
Sale Invoice Cancel Block
While a Commission On Transaction record is Approved (active) for a sale invoice, the linked Sale Invoice cannot be cancelled. The system blocks cancel to prevent orphaned commission payouts.
To cancel the sale invoice:
- Cancel the Commission On Transaction record first.
- Cancel or adjust any linked Additional Payment lines if they have not been included in an approved pay run.
- Then cancel the sale invoice.
Worked Example — Sales Team Commission
Sale Invoice: SI-1042, amount ₹50,000, customer ABC Traders, branch Main. Payroll Settings for Main branch: Maximum Commission % = 5%, Commission Bonus % = 2%.
Commission lines
- Employee Ravi — Commission 3% = ₹1,500, Bonus 1% = ₹500
- Employee Priya — Commission 2% = ₹1,000
Totals
- Commission total: 5% (₹2,500) — within 5% limit ✓
- Bonus total: 1% (₹500) — within 2% limit ✓
On approve: two Additional Payment records are created (Ravi ₹2,000, Priya ₹1,000). Both appear in the employees' next pay runs. Sale invoice SI-1042 cannot be cancelled until this commission record is cancelled.
FAQ
What is the difference from Additional Payment By Commission?
Commission On Transaction is created from an approved Sale Invoice with employee lines tied to that invoice. Additional Payment can also be manual or group-based without a sale link.
Why was my commission rejected on approve?
Total commission or bonus percentages may exceed branch limits set on Payroll Settings — Sale Invoice Commission.
Can I edit commission lines after approval?
No. Cancel the Commission On Transaction, adjust linked Additional Payment lines if not yet on an approved pay run, then recreate from the invoice.
Does discount on the invoice reduce commission base?
Yes. Commission and bonus percentages apply to invoice amount minus discount amounts configured for commission calculation — see Transaction Wise Commission Report.
When do additional payments appear on pay run?
Approved commission lines are pulled into the employee's next pay run for the commission month. Pay-run approve marks the additional payment line Paid.
Can I create commission from the Field Sale App?
No. Commission On Transaction is created on the web from approved sale invoices when payroll commission is enabled.
What happens if I cancel the commission record?
Linked Additional Payment lines should be cancelled or adjusted before pay-run settlement. Sale invoice cancel block is lifted after commission cancel.