Commission on cash collected calculator
Pay commission when the money arrives, not when the invoice goes out. Enter your deals and the payments received against them, including partial payments and refunds, and see the commission by quarter. It runs in your browser: nothing you type is sent anywhere.
Calculator
The rows below are example numbers, not real customers. Replace them with yours or press Clear.
1. Deals and what you invoiced
| Deal | Invoice total | Remove |
|---|
2. Payments received
Enter a refund or a credit note as a negative amount; it reduces commission in the quarter it happens.
| Deal | Date paid | Amount | Remove |
|---|
Paste payments from a spreadsheet or a Xero or QuickBooks export
One payment per line: deal name, date as YYYY-MM-DD, amount. Separate with commas, tabs or semicolons. A new deal name creates a deal; add its invoice total above.
Result
How it counts
- Cash, not invoices. Commission is the rate times the payments received. An invoice that is unpaid earns nothing yet.
- Quarter of payment. Each payment counts in the quarter of the date it was paid, so one deal can pay out across several quarters. Set the month your fiscal year starts; the year is named for the year it ends in (a July start makes August 2026 FY2027 Q1).
- Tax. If your invoice amounts include VAT or sales tax, enter the rate and the commission is worked out on the amount without it.
- Refunds. A negative payment takes commission back in the quarter of the refund. Your plan may handle clawbacks differently, for example against the original quarter; check your commission agreement.
- Rounding. Each payment is rounded to the cent, so the quarter totals add up to the deal totals.
- One flat rate. There are no tiers, quotas or accelerators in this calculator.
This is a calculator, not payroll or tax advice. Your signed commission plan decides what is owed.
Automate this from HubSpot and Xero or QuickBooks
Copying payments out of Xero or QuickBooks every month and matching them to HubSpot deals is the slow part. We are planning a small tool that reads the closed deals and owners in HubSpot and the payments in Xero or QuickBooks Online, and produces this table for each rep every month. It does not exist yet; this is a demand test. Join the list if you would use it.
By Atesen Software. All apps. HubSpot, Xero and QuickBooks are trademarks of their owners; this page is independent and not affiliated with them.