Deferred Commissions

Overview

A deferred commission is commission for membership sales that a salesperson does not immediately earn at the moment of sale. Instead, it only appears on commission reports if the following conditions are true:

1. A waiting period that you have set (30-90 days) has elapsed
2. The membership is still considered active 
3. The original transaction is still qualified

This rewards salespeople for selling memberships to customers that retain them long-term, and disincentivizes salespeople from encouraging customers to “sign up and cancel”.

Setting up deferred commissions involves two layers of configuration:

• Tenant settings — define how long the waiting period is (the deferral period).
• Commission item settings — define how much of a given commission item is deferred.

Setting Up Deferred Commissions

Step 1: Set your Deferral Period 

The deferral period is a single, tenant-wide setting. Every location in the tenant uses this same waiting period.

1. Navigate to Settings > Tenant Settings > Commission Deferral.
2. Drag the Deferral Period bar or enter a value for the deferral period in days.

This setting controls how many days must pass after a sale's wash date before its deferred commission is eligible to be finalized. Allowed range: 30–90 days (Default: 30 days).

Step 2: Set Deferral Amounts for Each Commission Item

Deferral is configured per commission item. For each item, you can choose to defer commission dollars, Salespath points, and XP.

1. Navigate to Settings > Commission Plans.
2. Find a commission plan and select Edit. 
3. Find a commission item and select Edit.
4. Enter values in the Deferred Commission, Deferred Points, and Deferred XP fields.
5. Click Save.

Note: If all three are left at zero, the item behaves as a normal (immediate) commission item.

The Deferred Commission Lifecycle

Each deferred commission moves automatically through a simple lifecycle without requiring manual action. It is important to note, however, that we only surface deferred commissions in a few places in the UI. 

Step 1: A sale creates a pending deferred commission

When a salesperson sells a deferred-eligible commission item, the system automatically creates a companion deferred transaction in the Pending state.

• Deferred wash date = original sale's wash date + Deferral Period (days).
• Example: A sale washing June 1 with a 30-day deferral period gets a deferred wash date of July 1.
• This is an internal status that is not visible in the UI

Step 2: The finalization sweep evaluates pending deferrals

A finalization sweep runs nightly as part of regular membership/MRR import processing. It evaluates Pending commissions whose deferred wash date has elapsed based on two checks:

Based on this criteria, the follow actions takes place:

In other words, when a deferred commission is accepted, Salespath points and XP are awarded to the user that is attributed to the original transaction. Additionally, the deferred commission amount will now appear in the Commission Report (for Admins and Managers) and the Salesperson Dashboard.

How Deferred Commissions Impact Reports and Dashboards 

Commissions Report

The Commissions Report (Reports > Commissions) includes deferred commissions as a dedicated row in the Commission Type table, alongside other commission types. This row displays the number of deferred commissions and the total commission earned on those transactions, which rolls up into the report's grand total.

Opening the Transaction Details displays a separate transaction-level table with details of each deferred commission:

Clicking Details opens a panel showing the parent transaction — the original wash this deferred commission is tied to.

Deferred Commission Statuses

Deferred commissions will almost always show a status of Accepted. A deferred commission is marked Skipped if any of the following occurred before the commission was finalized:

• The parent transaction was disqualified
• Attribution was changed to a different salesperson
• Attribution was changed to unattributed

Skipped deferred commissions are not shown by default.

Salesperson Dashboard

The Commission Card on the Salesperson Dashboard displays an estimated deferred commission amount alongside the salesperson's earned commission for the selected period.

How It Appears

The deferred commission amount appears in parentheses next to the earned commission total on the Commission card. For example, a salesperson who earned $20 today with $10 in estimated deferred commission would see both values displayed together.

Hovering over the card displays a tooltip:

Estimated deferred commission you'll earn from this period's sales, if they are accepted.

This same display applies to both the Today and Last 7 Days views on the dashboard — each reflects the deferred commission earned within that respective time window.

Why the Amount Is Estimated

Deferred commissions typically don't finalize for at least 30 days. The amount shown is an estimate because the final value depends on whether the associated transactions are accepted. The amount could be reduced if:

• Attribution is changed to another salesperson or to unattributed
• There is an issue with the AI summary for the transaction

Until the commission finalizes, the card reflects the maximum potential deferred amount the salesperson could earn from that period's sales.

Quick Reference