Commission Split Exceptions

Start by deciding how broadly the exception should apply. An advisor's usual rate belongs in their advisor settings. A special rate for one booking belongs on that commission entry. A reusable named rate belongs in commission categories.

Set an Advisor's Usual Split

In Settings → Advisors, select the advisor's commission percentage to open their Payments settings. Choose Set override, enter the percentage the advisor keeps, and save. Use default returns the advisor to the agency's default split.

This sets the advisor's fallback for future commission calculations. It does not rewrite amounts already recorded on existing commission entries. A booking-specific rate or accepted lead agreement may take precedence.

Change One Recorded Commission

In Commissions → Ledger, find the commission and click its Advisor share amount to open Edit Commission. You can also open the commission's Edit control from its booking details.

1. Check the gross commission and the current advisor share.
2. Enter the Split % that the advisor should keep, or choose a Commission category with the agreed rate.
3. Review the resulting Agent Amount before saving.

The percentage applies after any host fee already stored on that commission. For example, with $1,000 gross, a stored $100 host fee, and an 80% advisor split, the advisor share is $720.

Editing Agent Amount directly calculates the corresponding split. Correcting only an expected-payment or received date leaves the recorded amounts unchanged.

This edits the selected commission entry. It does not change the advisor's usual rate, the agency default, or every booking on the trip. Review other entries separately when an agreement covers several bookings.

Create a Reusable Named Rate

Open Settings → Commissions → Categories to define a name and the percentage the advisor keeps, then save. A category such as “Host air — 50%” makes a recurring agreement easier to select consistently.

The assigned-lead default has a separate purpose: it supplies the category for assigned-lead workflows. It does not replace the agency default for unrelated bookings. An accepted lead's agreed split can be carried into its commission calculation; check that agreement before applying another exception.

Pay the Agency's Share to a Login

Under a category, Pay the agency's share on lead bookings to names an owner or admin login that receives part or all of the agency's portion. Enter how much in Of the agency's share (%) and click Save. With an 80% category and 100%, the advisor keeps 80% and the chosen login is paid the other 20% in payouts.

It applies only to bookings from leads that were given this category when they were assigned. A category chosen by hand on a commission does not trigger it, and neither does a trip handed over with Reassign all records. It takes effect on commissions created or reassigned after you save; existing entries keep their amounts.

Lead Check Before Each Payout

When a category pays the agency's share and your agency has a booking-alert address, JourneyFuse emails that address three days before each payout on the 1st and the 15th, with a subject starting Lead check. It lists either of these on unpaid commissions:

• A booking for the same client on the same sailing or trip as a lead booking that is not counted as a lead booking itself (often a duplicate client record).
• A commission set to the category by hand with no lead attached. Trips handed over from a departed agent are left out.

Each row names the advisor, client, supplier, booking number and, for the first kind, the lead booking it matched. Nothing is changed for you: a client's later trips can be the advisor's own business, so you decide each one. When nothing is found it still sends a short No bookings to review email, so you know the check ran.

Trips Handed Over With Reassign All Records

A trip moved by Reassign all records (by hand or by the departed-agent handoff) is marked as handed over. While it stays with the person it was handed to, their personal split and their Overrides do not apply to it: it uses the agency's default split. Once it is reassigned again, the new advisor's usual rules apply.

Check Existing Entries Before Changing Defaults

Existing commission entries store their applied split and amounts. Changing an agency, advisor, or category setting is not a bulk recalculation of historical commissions. Open the relevant entry when a recorded amount needs correction.

Older records may also carry a trip-level split override. The current workflow does not provide the trip-wide pencil control described in older instructions. If an unexplained legacy rate persists, contact support with the trip and booking involved rather than changing unrelated defaults.