Add commission payment stages to a project listing

Summary

Learn how to configure staged commission payments and ensure invoices are created manually or automatically when each stage is reached.

This article covers:

• About commission payment stages
• Add commission payment stages
• Enable automatic invoice creation

About commission payment stages

Commission payment stages allow you to divide a project’s total commission into up to four separate payments. Each stage represents a milestone, such as deposit, mid‑project, or completion.
This helps you manage revenue recognition, track payments more accurately, and ensure invoices are generated as each milestone occurs.

Add commission payment stages

Once each stage is reached, you will be prompted to create an Invoice for that stage.

To add commission payment stages:

• Open the project listing where you want to add staged commission payments
• Enter the commission split details for the first stage
• Select the stage type and add a description for clarity
• Enter how much of the total commission should be allocated to this stage
• To add another stage, select + Add payment and repeat the steps above

• Save your changes once all required stages are set

Enable automatic invoice creation

You can set invoices to generate automatically when a stage date is reached.

To enable automatic invoice creation:

• Go to: Settings > Accounting > General
• Select the relevant office
• Tick Automatically create/update an invoice on reaching project payment stage actual date to turn on the option to automatically create commission stage invoices
• Click Save 

Note: Automatic invoice creation only applies from the time the setting is enabled. Past stages will still require manual invoices.

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What's next?

Learn how to troubleshoot when the invoice prompt does not appear or when the automatic invoice was not created.