📝 Overview
This article describes how to create a production credit and apply it to a provider's staff profile. This makes it possible to track the amount of the commission earned for items in particular inventory categories, based on an allocated percentage.
🎥 Video Overview
🪙 How to Create Production Credits
Learn how to create a new production credit from the Settings module.
1. Navigate to the Settings module
2. Click on the Configurations tab and elect View Production Credit
4. Select the + on the top right
5. Give the credit a name, and apply a fixed percentage to all categories, or set variable percentages across specific categories.
💡 Tip: The naming and percentages are completely custom. You may create a credit that you would apply to multiple staff members (eg Provider Tier 1), and/or create a credit with a name for a specific provider (eg Jane Smith credit).
💡 To learn more about managing inventory categories, click the button below.
🧑🏼⚕️Applying a Production Credit to a Provider's Staff Profile
1. Navigate to the Settings module
2. Click on the Staff tab
4. Scroll or search for the desired Staff member and click Edit to the right
6. In the Production Credit field, select the desired credit from the dropdown of available choices
7. Click Save + Done
⚠️ Important: order to see the Production Credit field on a staff profile, the Provider field must be set to "Yes".
🛠️ How to View, Edit, Delete and Duplicate a Production Credit
1. Navigate to the Settings module
2. Click on the Configurations tab and select View Production Credit
4. Scroll to the credit of interest and click the Edit, Duplicate or Delete to the right
💡 Tip: Use Duplicate to make a similar credit with slight changes in the name and/or the selected categories/percentages that you would apply to another provider, without the need to start over from the beginning. This is similar to a "Save As" function.
👀 Viewing and Editing a Production Credit on an Inventory Item
Items linked to a production credit through their inventory category are listed directly on the inventory item's profile. This is useful when a specific item falls within a credited category but should be excluded. Follow the steps below to view and edit production credits at the inventory item level.
1. Navigate to the Inventory module
2. Search for and select the inventory item of interest
3. Click on the Production Credit tab
4. Click the Pencil and Paper icon on the production credit of interest
5. Edit the applicable status
6. Click the blue disk to Save
📊Reporting
There are two reports to use in order to track production credits earned, either based on sales or payment.
1. Navigate to the Reports module
2. Click on the Billing tab
3. If you wish to track the earned credit based on all eligible items that are invoiced, select the report Production Credit Earned (Based On Sales) and choose the appropriate Filter
4. If you wish to track the earned credit based on all eligible items for which a payment has been collected and applied, select the report Production Credit Earned (Based On Payments) and choose the appropriate Filter
⚠️ Production credit only begins calculating on invoiced items after the production credit is created in the settings and applied to the provider's staff profile. Production credit is not calculated on invoices retroactively.
❓ Frequently Asked Questions (FAQs)
Find answers to common questions or additional details that may not be covered in the main instructions.
Can I apply the same production credit to more than one provider?
Yes. Credits can be named broadly (e.g., Provider Tier 1) and applied to multiple staff profiles. Each provider must have their Provider field set to Yes for the Production Credit field to appear on their profile.
Can I create different percentages for different inventory categories within one credit?
Yes. When creating a production credit, you can either apply a fixed percentage across all categories or set individual percentages per category, giving you full flexibility.
Will production credits apply to invoices that were already created?
No. Production credit calculations are not retroactive. Credits only apply to items invoiced after the credit has been created in Settings and assigned to the provider's staff profile.
What is the Duplicate function used for?
Duplicate allows you to copy an existing production credit and make minor changes — such as updating the name or adjusting category percentages — without rebuilding the credit from scratch. It functions similarly to a Save As feature.