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Set a limit cap on commission

How to set a limit cap on commission paid in Finance Manager.

Written by Billy Dilks

Setting a cap on commission limits how much commission can be paid, helping to control costs and stay within agreed limits.

  1. Click System, then click Finance Manager.

  2. On the Pending Invoices screen, use the filter options to find the relevant period.

  3. Click Find Now, then right-click the visit you want to cap.

  4. Select Cap at Commissioned from the available options.

🤓 Tip: To cap multiple visits at once, open all of the client's visits, select them all, then right-click and select Cap at Commissioned.

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