Step Tutorial

How to Add Agent Commissions?

1. Login as your SMS Admin account
   
2. Navigate to your existing Company or create a new one, if needed.
   
3. Use/add Agent as Company Type.
   
   
   
4. A new switch will appear once Company Type = Agent. Enable the Commissions Switch.
   
   
   
   NOTE: This toggle is only available for Admin users and is NOT shown when Company Contact is logged in.
   
   
5. Once Commissions is enabled, a new section for Commission - Defaults will appear. 
   
   
   
1. Commissions - Toggles for $ and % will appear with an Amount text field. Only one toggle can be set as ON between $ and %.
   
1. % will take a percentage out of the tuition fee to be allotted to commissions.
   
2. $ will take fixed amount from the tuition fee and will be allotted to commissions.
2. GST on Commissions - Dropdown for GST with GST Not Charged and GST Charged as options. Default value is GST Not Charged.
   
1. Selecting GST not charged will not add GST to commission payments.
   
2. Otherwise, selecting GST charged will add GST to commissions payments.
3. Recipient-created tax invoice (RCTI) - Toggled for Recipient-created tax invoice (RCTI). Toggle to YES to enable RCTI reporting.


6. Complete this section then click UPDATE.

How to Set Agent Commissions in Program Instance?

1. Go to Programs
   
2. Go to the Program Instances Tab
   
3. Select your Program Instance
4. Navigate to the Financial subtab
   
5. Click on the Commissions subtab
   
6. Click New
   
   For steps 1 to 6, refer to the image below:
   
   
   
7. Select your Agent.
   
8. Once Agent is selected, the Commission amount field will be automatically filled based on the assigned commission for that specific Agent. You may also edit this amount if needed.
   
9. Click Save.
   
   For steps 7 to 9, refer to the image below:
   
   

How to Add Agent Commissions During Student Enrolment?

The Commission settings will apply to student enrolments that are enrolled through the following:

1. Bulk Import and Enrol in Students page
   
   
   
2. Bulk Enrol in Reports page > Enrolment tab
   
   
   
   
   
   
3. Company External Enrolment where Company Type = Agent with Commissions
   
   
4. Enrolment Wizard in Students page > Enrolments tab > New Enrolment
   
    
   
   
   
   
   

Handling Commissions on Student Invoices?

When you create an invoice based on a student's payment plan, commissions are calculated and applied to the invoice.

Here's how it works:

• For single payment, full commission is collected from the single invoice.
• For multiple payments, the commission is deducted from the tuition fees until full commission is collected.

For example, commission is set to 10% and Tuition Fee totals is $1500:

• For single payments, 10% of the tuition fee ($150) will be applied to a single invoice.
  
  
  
• For multiple payments, 10% commission will be applied to the $1,500 tuition fee throughout the instalment plan totalling to $150 once all payments are complete.
  
  
  

In Students page > Financial tab, new columns labelled Commission and Commission Paid will show the Commission.

NOTE: Commission is calculated only on the Tuition Fee component, not the total course fee (If there are other fees or resource fees while student is expected to pay, agent will not earn commission on those amounts.)

How to Setup Email Templates for RCTI Report Email?

1. Click on Administration, then Templates.
   
2. Go to the Email Templates tab.
   
3. Click Add.
   
4. Enter your Email Template Name.
   
5. Enter your Email Subject.
   
6. Click on the dropdown list and select RCTI as the Email Type.
   
7. Use the text editor to draft your Email Body.
   NOTE: You may also use dynamic field related to your email. These dynamic fields are in {} e.g. {Commission Amount}, {RCTI Id}, etc.
   
   For steps 1 to 7, refer to the image below:
   
   

How can I record an invoice ID if the Agent sends an invoice instead of using an RCTI?

If an RTO is not using an RCTI and the Agent is instead sending an invoice, you may want to record or document the invoice ID received from the Agent for your records.

To do this:

1. Go to the student profile.

2. Navigate to Financial tab → Invoices.

3. Click ACTION and select EDIT on the invoice.

4. Enter or update the invoice ID for that invoice.

This allows you to track Agent-sent invoices individually while still managing commissions and payments in the SMS.