How to setup subscription commission plans
The subscription commission plan is used to pay the sales rep a different commission (even zero) after the first month's commission has been paid.
Example: Rep gets 20% on first month's payment and 0% afterwards
Example 2: Rep gets 15% the first month, 10% month 2 and 5% every month thereafter indefinitely
Step 1: Navigate to commission plans
Step 2: Create your plan
Select "subscription plan"
Name your plan something your team and managers can understand
Set your first month's payment. If it is the same as their default commission, set it to base + 0
Set any other custom one-time commission changes you have by clicking "add new"
ex. month 2 they get 10% commission and month three changes to 5%. Add a new line for month 2
Select limited or infinite.
A limited plan will have a set commission for X through Y payments, then revert to zero
EX. rep gets 10% month 2 through 24, then commission goes to zero
Example: rep gets 5% commission after first 2 months indefinitely
Click to submit then...
Step 3: Assign to sales rep
Settings >> manage team >> edit
Assign commission plan >> click to update