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:
   
   

Where Can I 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:

• After an invoice is created, the agent's commission is applied to the first invoice.
• The commission is deducted from the tuition fees until the full amount is used.

For example:

• If the commission is 10%, this 10% will be included on the first student invoice.
• For Multiple Payments, if the Tuition of the first Invoice is less than the Commission set, the remaining Commission will be taken from the remaining Invoice/s.
  

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

How to Create Recipient-Created Tax Invoice (RCTI) Report?

IMPORTANT: Before proceeding with the steps below, make sure that the RCTI toggle is enabled under the Company > Agent Commissions setting.

1. Go to Finance
   
2. Click Commissions Tab
   
3. Click Commissions on Invoices Subtab
   
4. Select Agent
   
5. Select Commission/s by ticking the checkbox
   
6. Upon ticking, a new button will appear. Click the Create RCTI button.
   
   For steps 1 to 6, refer to the image below:
   
   
   
   
7. Click Proceed
   
   
   
8. In the RCTI tab, the created RCTI Report will be added. This tab will show all RCTI related information.
   
   

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 fields 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: