The information in this article is intended for Admin and TC users within Sisu.
This video series covers how to set up commission tracking within the Sisu platform. It includes setting up Adjustment Entities (recipients of payments) and Adjustment Categories (payment types), creating Commission Form Templates and generating/sending a CDA.
Topics covered:
How To Create Commission Entities & Adjustments
In this video we demonstrate how to set up the commission features you'll need in order to track transactional commission within the Sisu platform. We touch on topics such as Adjustment Entities (the people or organizations receiving payments) and Adjustment Categories (the types of payments).
How To Create Commission Templates
In this video we demonstrate how to create a Commission Form Template, covering steps like adding referral adjustments, agent splits, and other various payments you'd want templatized to use on future transaction commission forms.
Generating & Sending A CDA
In this video we demonstrate how to generate and send a CDA within Sisu. We review how to verify transaction details, select a template and save the CDA to the Documents folder. Additionally we cover how to send the CDA via email with available email customization.
Additional Resources
📙 Related Knowledge Base articles:
💬 If you have any questions feel free to chat with us via the chat bubble in the bottom, right corner of Sisu.