Learn how to report on commissions for Partners, including reporting on payouts for Partners and reporting on commissions, partner account activity, and bookings for Admin/Staff.
New to Partner accounts? Please read the first article in this series: Introduction to Partner accounts.
Looking for information on Staff or Customer accounts? Check out the following articles:
Which plans include this feature?
Legacy: Soho*, Pro*, Plus*, Enterprise*, Flex*
New: Starter*, Growth (Subscription), Growth (Per Booking), Managed
*Limits on the number of Partner accounts apply.
→ Learn more about our new plans or how to change your plan.
Where can I find this feature using the top menu?
Partner Reports:
- Commission Report - Partner: Dashboard
- Payout List: Booking > Payout List
Admin Reports:
- Commission Report - Admin: Reports > Commission
- Activity Log: Reports > Account Activity
- Transactions Report: Reports > Transactions
What more do I need to use this feature?
- Partner account (to access Partner Reports)
- Admin or restricted permissions to view reports from an Admin or Staff perspective.
- Our Android and iOS mobile apps do not support Partner Accounts. Partners must use their desktop or mobile browsers to access accounts.
Which Checkfront version supports this feature - classic, new or both?
- This feature is available in both our classic version using items (Inventory > Items) and our newest version using products (Inventory > Products). → Learn more about products
Reporting on commissions for Partners
Back to topFrom their Dashboard, a Partner can view bookings made with their unique Partner ID, including an up-to-date status on payouts.
Reporting on payouts for Partners
Back to topThe Payout List (Booking > Payout List) gives Partners a list view of commission-eligible items/products and their expected payouts.
Reporting on commissions for Admin/Staff
Back to topOn the Administrative end, a Commission Report can be viewed from the main menu when logged in as an Administrator. The view is similar to the Partner's, but as an Admin, you can mark a commission as Paid.
To do this, first, check off the bookings you wish to mark as Paid.
Next, click the Paid control to mark the commission as Paid. This will update the Commission Status.
You can also do the reverse with the option to mark the commission as Owed if the status is updated in error.
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Learn more about the Commission Report here: |
| Please note commission payments must be handled outside of Checkfront, as there is not currently a feature for paying these directly through the system. |
Reporting on Partner account activity for Admin/Staff
Back to topThe Account Activity report (Reports >Account Activity) can also monitor Partner activity.
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Learn more about the Accounts Activity report here: |
Viewing bookings assigned to Partners for Admin/Staff
Back to topSeveral reports support adding Partners as a column to allow tracking of Partner bookings and for sorting capability.
Booking Index
Back to topAdd the Partner Account column to the Booking Index (Reports > Booking Index).
The Partner's Nickname shows in the column for bookings attributed to a Partner.
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Learn more about the Booking Index and editing columns here: |
Transactions Report
Back to topAdd the Partner Account column to the Transactions (Reports > Transactions).
The Partner's Nickname shows in the column for bookings attributed to a Partner.
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Learn more about the Transactions report and editing columns here: |
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Additional areas also support viewing the booking source, including Partner accounts. Learn more here: |
< Viewing the commission breakdown from the booking invoice | Exporting Partner Accounts >