Q: How are commissions calculated?
ANS: Based on admin-configured settings: percentage or fixed amount, with payment terms of "Paid on Billed" or "Paid on Collected."

Q: When can commission payments be processed?
ANS: Only for fully paid orders. System automatically checks payment status before allowing commission processing.

Q: Who manages commission payments?
ANS: Administrators track, manage, and process payments through the Commission Reports module. Channel partners can submit payment requests via their dashboard.

Q: What's included in commission reports?
ANS: Order Date, Channel Partner, Client, Order Total, Commission Paid, plus filtering options by date/client/partner.

Q: How do I(Partner) request commission payments?
ANS: Submit requests through the system. Include preferred payment method and instructions. 

Q: Is there a withdrawal limit?
ANS: Yes, administrators set monthly withdrawal thresholds for commission requests.

Q: How do I(Admin) process commission payments?
ANS: 

1. Click three-dot menu (⋮) next to order
2. Select 'Add Payment' (only works for fully paid orders)
3. Fill required fields: Payment Amount, Date, Method, Upload Receipt, Notes
4. Click Submit 

Q: How do I(Admin) review payment requests?
ANS: Commission Reports > three-dot menu (⋮) > "CP Payment Requests" > Review details > "Add Payment" > "Approve and Add Payment"

Q: How do I(Admin) configure commission settings?
ANS: Settings > Commission Settings tab > Configure:

• Apply Commission To: Channel Partner Account or Product & Services
• Payment Terms: Paid on Billed or Paid on Collected
• Commission Type: Percentage or Fixed
• Commission Value: Rate or amount
• Withdrawal Threshold: Monthly limit
• Save Settings to apply.

Q: What happens with unpaid orders?
ANS: Red alert shows 'Order Not Paid' and payment form remains locked until order is fully paid.

Q: What commission types are supported?
ANS: Percentage-based and Fixed amount commissions.

Q: What's required for commission payment forms?
ANS: Payment Amount, Payment Date, Payment Method, Receipt Upload, Optional Notes.

Q: What file formats are supported for receipt uploads?
ANS: System accepts standard formats (PDF, JPG, PNG). Check file size limits with your administrator.

Q: What happens to commission data if an order is cancelled ?
ANS: Since commissions are only processed for fully paid orders, cancelling orders doesn't affect commission data. No commission entries are created until payment is complete.

Q: What happens if there's a refund or chargeback on a paid order?
ANS: Since commission was already processed for the fully paid order, any refunds or chargebacks require manual commission adjustment by the administrator. Report such cases immediately. 

Q: What are the system's data retention policies?
ANS: Commission data is retained for historical tracking. Contact admin for specific retention periods and archival policies.

Q: How do I handle commission disputes?
ANS: Contact your administrator immediately with order details, expected vs actual commission amounts, and supporting documentation.

Q: Can commission rates be changed retroactively?
ANS: Commission rate changes typically apply to new orders only. Contact admin for retroactive adjustments on existing commissions.

Q: Are there commission caps or limits?
ANS: Beyond monthly withdrawal thresholds, additional caps may be configured. Check your channel partner agreement or contact admin.

Q: Are commission calculations tax-inclusive?
ANS: Tax treatment depends on your business setup. Consult your channel partner agreement and tax advisor.

Q: Can I access commission reports on mobile devices?
ANS: Portal is web-based and responsive. Mobile access depends on your device's browser compatibility.

Q: How do I update my payment method preferences?
ANS: Contact admin to update payment methods or provide new payment instructions for commission requests.

Q: What payment methods are available?
ANS: Bank transfer, PayPal, and other admin-configured options. 

Q: What documentation is required?
ANS: Receipt upload is mandatory for all commission payments as proof.

Q: How are partners notified?
ANS: System automatically notifies channel partners when commission payments are approved. 

Q: Don't see Commission Reports option?
ANS: Verify Portal access and navigate to Reports > Commission Reports. Contact admin for permission issues.

Q: Payment request incomplete?
ANS: Review via "CP Payment Requests" section. Contact channel partner for missing information before processing.

Quick Reference
Admin Navigation: Admin Portal > Reports > Commission Reports
Payment Requests: Three-dot menu (⋮) > "CP Payment Requests"
Settings: Admin Portal > Settings > Commission Settings
Payment Processing: Three-dot menu (⋮) > "Add Payment"
Payment Terms: Paid on Billed (commission when billed) vs Paid on Collected (commission when paid)

Need Additional Help?
Contact OnBoardSoft Support:

• Website: www.OnBoardSoft.com
• Email: info@onboardsoft.com
• Phone: +1 (201) 254-7832