How can I take commission on a Contractors expense?

If you have agreed a commission with a Contractor, you can set up the commission in the corresponding Contractor Information.

A Contractors commission can be added as a percentage or as a fixed amount. However, if the commission is a permanent percentage or amount, it is charged on every payment.

If you want to charge a Landlord more than the Contractor expense amount, which is not agreed with your Contractor, you will need to charge it as an additional fee.
For more information on How do I charge an additional fee to a Landlord, click here

This article includes: 

• Commission as a percentage
• Commission as a fixed fee
• Paying a Contractor with commission deducted
• Edit Commission Remark wording

Commission as a percentage

1. Double click Contractors from the side menu
2. Search for the relevant Contractor using Search Text by Name, Code or Status
   1. Alternatively, find the Contractor using Additional Options from the dropdown menu
   2. Or select a Branch if multi branch is set up on your CFPwinMan
3. Deductions will display for you to add the commission
4. Commission Percentage 
   1. Add the commission percentage which is to be deducted every time the contractor is paid
5. Make deductions from gross Contractor expenses 
   • If the expense is entered with a separate VAT, when charged to a Property or Tenant/Tenancy, the tick box will determine if commission is charged on the net or gross amount
   • For example, if you have an expense of £100 + £20 VAT, a 10% commission with the box ticked will charge £12 + £2.40 VAT. If the box is unticked, it will charge £10 + £2 VAT
   • If the expense is entered as one sum of £120 then regardless as to whether the box is ticked or not, commission will be deducted at £12 + £2.40 VAT
6. Click the disk icon, Save this record on the toolbar

This method will show the deduction on the Contractor Remittance and Payment Advice.

Commission as a fixed fee

If you choose to enter a fixed amount, these will be deducted once per payment. It won't be charged by the number of expenses you are paying.

1. Double click Contractors from the side menu
2. Search for the relevant Contractor using Search Text by Name, Code or Status
   1. Alternatively, find the Contractor using Additional Options from the dropdown menu
   2. Or select a Branch if multi branch is set up on your CFPwinMan
3. Deductions will display for you to add the commission
4. Fixed commission can be entered in each Deduction One, Two and Three
   1. Description - Type the description as you want it to appear on the Contractors pay advice
   2. Amount - Enter the amount of the fixed commission
   3. VAT - If ticked, VAT will be added to the Amount 
   4. If all three Deductions are entered, all three will be deducted each time the Contractor payment is updated
   5. Click the disk icon, Save this record, on the toolbar

This method will show the deduction on the Contractor Remittance and Payment Advice.

Paying a Contractor with commission deducted

If you want to check how the commission will be calculated and displayed on the Contractor Remittance advice, you can preview the deductions before making a payment.
For more information on How do I pay a Contractor, click here

Edit Commission Remark wording

By default, when you pay a Contractor and deduct commission, it will show on the Contractor Remittance and Payment Advice as Commission Calculated at x%. This wording can be changed permanently in User Defaults.

1. Click Defaults on the main toolbar
2. Click User Defaults on the dropdown menu
3. Click the Fees/Deductions tab
4. Click the Contractor Deductions tab
5. Edit the Contractor Commission Wording as described
6. Click Close