UC-05 · On-payment trigger
With the On Payment trigger, the app creates the commission when the invoice posts. The agent does not earn it until the customer pays. The entry stays Pending until the collected percentage meets the Cash % Threshold.
Expected result: after you post a $10,000 invoice, the entry is Pending (Cash % 0). After the customer pays the invoice in full, the entry becomes Payable.
Setup
- On the Commission Setup card, set Cash % Threshold = 100. (Select Approval Mode = Automatic, so eligible entries promote without a manual release.)
- Create a 5%-of-sales plan with Default Trigger = On Payment (or set the setup default trigger to On Payment). Assign one agent at 100%.
Step 1 — Post the invoice
Post a sales invoice for $10,000. The app creates a commission entry:
| Field | Value |
|---|---|
| Status | Pending |
| Commission Trigger | On Payment |
| Cash Pct | 0 |
| Commission Amount | 500.00 |
The entry is Pending because the customer has not paid.
Step 2 — Apply a full payment
Register and post a cash receipt that applies $10,000 to the invoice (full settlement).
Result
When the payment application posts, the app recalculates the entry’s Cash Pct to 100. That meets the threshold, so the entry becomes eligible and moves to Payable (immediately in Automatic mode; at release in Review mode).
Notes
- Partial payments stay Pending. If the customer pays only part of the invoice, the Cash % stays below the threshold, and the entry stays Pending. The app creates no duplicate entries — it promotes the same entry in place when the threshold is met.
- The app reads the cash percentage after the application detailed entries post. The value therefore reflects the real collected amount.
→ Related: Ledger & audit → status lifecycle · Commission Setup → Cash % Threshold