The agreement is the rule; the engine does the arithmetic
A Commission Agreement is created per institution with a currency, start and end date,
optional campus, sector and institution-partner filters, an invoicing frequency,
chargeable months, billable type, days from billable date, payment term and GST settings.
Agreement Items hold the rates: base type Amount (fixed per billing period) or Percentage
(of the period's share of the course fee), with optional student-count and course-month
tiers.
When an Application is created, the engine matches the agreement on institution,
organisation, active flag, campus, sector and the commencement date; splits the course
into billing periods by invoicing frequency (Full, Semester, Term, Trimester, Year); picks
the first Agreement Item whose tier matches; applies the base type; and adds GST if set.
If no agreement matches, no commission records are created. If the agreement matches
but has no item, nothing generates — and the Application's commission panel tells you
why.
help-wiki/wiki/topics/commission-calculation-engine.md; help-wiki/wiki/admin-menu/commissions.md; help-wiki/wiki/main-menu/application/view-application-commission.md
Three charges, one application
A single Application can carry up to three Commission headers, each with its own
Transactions:
| Transaction Type | Records | Created when |
|---|
| Institution Charge | What the institution owes your organisation | A matching agreement exists |
| Master Agency Charge | What your organisation owes the master agency | A master agency is linked with a non-zero Commission Amount %, and the agency gate is open |
| Service Partner Charge | What your organisation owes the agency company | The agency company's Commission Amount % is non-zero |
The master agency takes its percentage of the institution amount first; the agency company
takes its percentage of the master's share — or of the institution amount directly when no
master is linked. The agency company's percentage gates the whole downstream chain: zero
there, and neither downstream charge is created.
help-wiki/wiki/topics/commission-three-transaction-types.md; help-wiki/wiki/topics/commission-master-partner-layer.md
Five statuses, two automatic
- Estimate
- Confirmed
- Ready to Invoice
- Ready for Payment
- Paid
Each Transaction moves Estimate → Confirmed → Ready to Invoice → Ready for Payment →
Paid. Estimate is set when the Application is created. Confirmed fires when the
Application reaches its document milestone — CoE issued, CAS issued or i20 issued. Your
Finance team pushes the last three forward once the Application is Enrolled.
The lifecycle is forward-only, and Re-generate only touches Estimate-status
Transactions; anything Finance has moved past Estimate is preserved.
help-wiki/wiki/topics/transaction-lifecycle.md; help-wiki/wiki/topics/commission-calculation-engine.md
Who sees the numbers is your call
Commission figures in Course Search and on Institution Courses are each behind their own
Show Commission permission, independent of the Commission module itself. Show rates to
staff and not to agency counsellors, or the reverse. Agency partners who are granted
visibility see the net figure; GST on the institution's commission is not shown to them.
On the Transactions list, each role sees only transactions inside its data scope — a
counsellor their own students', a branch user their branch's.
help-wiki/wiki/topics/commission-visibility-rules.md; help-wiki/wiki/main-menu/course-search/view-commission-in-results.md; help-wiki/wiki/main-menu/commission/view-commission-list.md
Know the commission before the student applies
Course Search shows a Commission Estimate per course and campus — total, invoice
count, chargeable months and billing frequency — in the course's own currency so it
lines up with the fee on the card. Where the agreement earns on less than the whole
course, the popover states what the figure was calculated on. No agreement or a zero
result reads "No Commission Yet" rather than a misleading 0.00.
The search surface itself is on AI course search.
help-wiki/wiki/main-menu/course-search/view-commission-in-results.md; help-wiki/wiki/topics/commission-calculation-engine.md
The list your Finance team works from
The Transactions list filters by status, institution, date range and Transaction Type;
the column chooser adds Student Name, Agency Company Name, Commission %, Chargeable
Months, Course Name, Sales Region and Counsellor Full Name among others; Export CSV
honours the current filter, visible columns and your data scope. An is_exported
flag marks rows sent to an external accounting system.
The platform calculates and records — it does not invoice, send money or trigger
payment; those happen in your accounting system.
help-wiki/wiki/main-menu/commission/view-commission-list.md; help-wiki/wiki/main-menu/commission/export-csv.md; help-wiki/wiki/main-menu/commission/index.md
