[{"data":1,"prerenderedAt":1348},["ShallowReactive",2],{"help:\u002Fhelp\u002Fteam\u002Fcheck-commission-on-a-membership-visit":3,"help-all-categories:en":254,"help-cat-articles:\u002Fhelp\u002Fteam\u002Fcheck-commission-on-a-membership-visit":384,"help-related:\u002Fhelp\u002Fteam\u002Fcheck-commission-on-a-membership-visit":385,"help-live-topics:\u002Fhelp\u002Fteam\u002Fcheck-commission-on-a-membership-visit":1333,"help-counterparts:\u002Fhelp\u002Fteam\u002Fcheck-commission-on-a-membership-visit":1334},{"id":4,"title":5,"audience":6,"body":7,"category":231,"description":232,"draft":233,"extension":234,"icon":235,"keywords":236,"locale":242,"meta":243,"navigation":244,"order":245,"path":246,"related":247,"seo":249,"sourceHash":250,"stem":251,"translationReviewed":233,"updatedAt":252,"__hash__":253},"help\u002Fhelp\u002Fteam\u002Fcheck-commission-on-a-membership-visit.md","Check commission on a membership visit","clinic",{"type":8,"value":9,"toc":217},"minimark",[10,14,19,22,85,97,100,104,107,110,113,117,120,162,165,169,180,186,190,195,203,207,210,214],[11,12,13],"p",{},"A client uses a membership session and owes nothing for the service today. That does not, by itself, mean the provider earns no commission. Owneli uses the membership commission rule and when you chose to recognise it.",[15,16,18],"h2",{"id":17},"does-the-seller-or-the-provider-earn-it","Does the seller or the provider earn it?",[11,20,21],{},"The membership policy determines when commission is recorded. An applicable commission rule must exist as well.",[23,24,25,41],"table",{},[26,27,28],"thead",{},[29,30,31,35,38],"tr",{},[32,33,34],"th",{},"Policy",[32,36,37],{},"At the membership sale",[32,39,40],{},"At a covered service checkout",[42,43,44,59,72],"tbody",{},[29,45,46,53,56],{},[47,48,49],"td",{},[50,51,52],"strong",{},"When sold",[47,54,55],{},"The seller earns the applicable sale commission.",[47,57,58],{},"No membership redemption commission is added.",[29,60,61,66,69],{},[47,62,63],{},[50,64,65],{},"When redeemed",[47,67,68],{},"No membership sale commission is added.",[47,70,71],{},"The provider earns the applicable redemption commission.",[29,73,74,79,82],{},[47,75,76],{},[50,77,78],{},"Split sold \u002F redeemed",[47,80,81],{},"The seller earns the configured sale share.",[47,83,84],{},"The provider earns the remaining share of the applicable redemption commission.",[11,86,87,88,90,91,96],{},"The default is ",[50,89,52],{},". A rule can override the business policy. See ",[92,93,95],"a",{"href":94},"\u002Fhelp\u002Fteam\u002Fcommission-and-compensation","Commission and compensation"," for setup.",[11,98,99],{},"Sale and redemption can have different values and rules. A split does not promise two equal money amounts.",[15,101,103],{"id":102},"what-value-does-a-covered-session-use","What value does a covered session use?",[11,105,106],{},"For a service paid with a membership session credit, Owneli uses the service line's list value to calculate redemption commission. The membership coverage that reduces the client's bill to zero does not reduce that commission base to zero.",[11,108,109],{},"The covered line counts as a membership redemption. It does not also earn ordinary service commission for the same line. A rule that applies only to services does not cover membership redemptions.",[11,111,112],{},"This is different from a membership that only gives a percentage discount. Check whether the client used a session credit or received a discount before comparing two visits.",[15,114,116],{"id":115},"a-worked-example","A worked example",[11,118,119],{},"Suppose a service line is $100, one membership session covers it, and the applicable membership rule pays 30%. There are no commission deductions or provider splits.",[23,121,122,132],{},[26,123,124],{},[29,125,126,129],{},[32,127,128],{},"Policy on that rule",[32,130,131],{},"Commission recorded for this covered visit",[42,133,134,143,152],{},[29,135,136,140],{},[47,137,138],{},[50,139,52],{},[47,141,142],{},"$0 at redemption. Check the earlier membership sale separately.",[29,144,145,149],{},[47,146,147],{},[50,148,65],{},[47,150,151],{},"$100 × 30% = $30 for the provider.",[29,153,154,159],{},[47,155,156,158],{},[50,157,78],{},", with 50% paid at sale",[47,160,161],{},"$100 × 30% × 50% = $15 for the provider at redemption.",[11,163,164],{},"These are illustration amounts. Your rate, deductions, rule dates and provider assignments determine the actual result.",[15,166,168],{"id":167},"where-do-i-check-the-result","Where do I check the result?",[11,170,171,172,175,176,179],{},"Open ",[50,173,174],{},"Reports → Commission statement"," after the checkout closes. Select the commission line to open ",[50,177,178],{},"Why this commission"," and inspect its rule, base and calculation. Check the provider and reporting period too.",[11,181,182,183,185],{},"Managers with access can review the team's figures. A team member sees their own statement. Use ",[92,184,95],{"href":94}," if a line is missing or disputed.",[15,187,189],{"id":188},"common-questions","Common questions",[191,192,194],"h3",{"id":193},"does-marking-an-appointment-complete-pay-the-provider","Does marking an appointment complete pay the provider?",[11,196,197,198,202],{},"No. This commission calculation runs when the sale closes. Recording earnings and paying a person are separate steps. Follow ",[92,199,201],{"href":200},"\u002Fhelp\u002Fteam\u002Fprepare-payroll-for-your-accountant","Prepare payroll for your accountant"," to review the pay run.",[191,204,206],{"id":205},"why-is-the-amount-zero-or-missing","Why is the amount zero or missing?",[11,208,209],{},"Check the recognition policy first, then whether a membership rule covers this provider and date. Also confirm that the checkout is closed and a membership session actually covered the service. Booth renters do not earn commission through these rules.",[191,211,213],{"id":212},"will-changing-the-policy-correct-earlier-visits","Will changing the policy correct earlier visits?",[11,215,216],{},"No. A policy change applies going forward. It does not silently rewrite the commissions already recorded. Review past figures separately before changing payroll.",{"title":218,"searchDepth":219,"depth":219,"links":220},"",2,[221,222,223,224,225],{"id":17,"depth":219,"text":18},{"id":102,"depth":219,"text":103},{"id":115,"depth":219,"text":116},{"id":167,"depth":219,"text":168},{"id":188,"depth":219,"text":189,"children":226},[227,229,230],{"id":193,"depth":228,"text":194},3,{"id":205,"depth":228,"text":206},{"id":212,"depth":228,"text":213},"team","Understand why a covered visit can earn commission, check the calculation, and separate earnings from money paid to staff.",false,"md","i-lucide-calculator",[237,238,239,240,241],"commission on a membership visit","membership paid for service","zero checkout commission","commission when redeemed","membership provider pay","en",{},true,45,"\u002Fhelp\u002Fteam\u002Fcheck-commission-on-a-membership-visit",[94,248,200],"\u002Fhelp\u002Fcheckout\u002Fredeem-gift-cards-packages-and-memberships",{"title":5,"description":232},null,"help\u002Fteam\u002Fcheck-commission-on-a-membership-visit","2026-10-13","NL0vojnbHLMUWknEbsHVk2K4I0d2lO-e4SBmoyihccI",[255,266,275,284,294,304,314,323,333,343,353,363,374],{"id":256,"title":257,"audience":6,"description":258,"extension":259,"icon":260,"locale":242,"meta":261,"order":262,"slug":263,"stem":264,"__hash__":265},"helpCategories\u002Fhelp\u002Fcategories\u002Fgetting-started.yml","Getting started","Set up your workspace, learn the layout, and run your first day.","yml","i-lucide-compass",{},1,"getting-started","help\u002Fcategories\u002Fgetting-started","XWdLlczvAN2WkYFBnnFsRmqcxjJZ2gKwKvv6uq-Vz4E",{"id":267,"title":268,"audience":6,"description":269,"extension":259,"icon":270,"locale":242,"meta":271,"order":219,"slug":272,"stem":273,"__hash__":274},"helpCategories\u002Fhelp\u002Fcategories\u002Fcalendar.yml","Calendar & booking","Book, move, and cancel appointments. Block time, work the waitlist, and read the grid at a glance.","i-lucide-calendar",{},"calendar","help\u002Fcategories\u002Fcalendar","z3KR3OktnhLsaie4PXcbGNMx2_qwpSKICgucJhJPImo",{"id":276,"title":277,"audience":6,"description":278,"extension":259,"icon":279,"locale":242,"meta":280,"order":228,"slug":281,"stem":282,"__hash__":283},"helpCategories\u002Fhelp\u002Fcategories\u002Fcheckout.yml","Checkout & payments","Ring up a sale, take tips, handle deposits and fees, issue refunds, and close the drawer.","i-lucide-credit-card",{},"checkout","help\u002Fcategories\u002Fcheckout","d3fGaGbg8UVNzV86Sm3UhMBmMVU5Uq7xuctHaJF8YEg",{"id":285,"title":286,"audience":6,"description":287,"extension":259,"icon":288,"locale":242,"meta":289,"order":290,"slug":291,"stem":292,"__hash__":293},"helpCategories\u002Fhelp\u002Fcategories\u002Fclients.yml","Clients & forms","Add and find clients, read a client profile, and send forms and consents.","i-lucide-users",{},4,"clients","help\u002Fcategories\u002Fclients","dyjAyAySpkmSCM4wiDyiDzqMd8ozhtKDP-iw7hL5GB8",{"id":295,"title":296,"audience":6,"description":297,"extension":259,"icon":298,"locale":242,"meta":299,"order":300,"slug":301,"stem":302,"__hash__":303},"helpCategories\u002Fhelp\u002Fcategories\u002Fretail.yml","Memberships, gift cards & stock","Memberships, packages and gift cards clients spend down over time, plus discounts, products and stock.","i-lucide-gift",{},5,"retail","help\u002Fcategories\u002Fretail","_LyI2n8iDSMGQx_VrxsZYiqFdvhoiBB-wdOVIQERjow",{"id":305,"title":306,"audience":6,"description":307,"extension":259,"icon":308,"locale":242,"meta":309,"order":310,"slug":311,"stem":312,"__hash__":313},"helpCategories\u002Fhelp\u002Fcategories\u002Foperations.yml","Operations","The internal side of the business, covering your written playbook, Planner boards, venue incidents, and the policies everyone signs.","i-lucide-briefcase",{},6,"operations","help\u002Fcategories\u002Foperations","luSTIvbrxAnMbbljwzuwD35YR2Xq6-n6HziARRXrq14",{"id":315,"title":316,"audience":6,"description":317,"extension":259,"icon":318,"locale":242,"meta":319,"order":320,"slug":231,"stem":321,"__hash__":322},"helpCategories\u002Fhelp\u002Fcategories\u002Fteam.yml","Team & scheduling","Invite your team, set working hours and shifts, and handle timesheets, time off, commission and payroll.","i-lucide-id-card",{},7,"help\u002Fcategories\u002Fteam","82p-BQ6CYYNNt1GO80K3LXk-zcP5_6Tz-OA8hzQWB0Q",{"id":324,"title":325,"audience":6,"description":326,"extension":259,"icon":327,"locale":242,"meta":328,"order":329,"slug":330,"stem":331,"__hash__":332},"helpCategories\u002Fhelp\u002Fcategories\u002Fgrowth.yml","Reports & growth","Read and export your reports, and grow with campaigns, automations, reviews, loyalty and Oryx.","i-lucide-trending-up",{},8,"growth","help\u002Fcategories\u002Fgrowth","8zQ8GEUGer6qaVxqH4V6H7Qa1R1CPcZ1gkGsL74JZSQ",{"id":334,"title":335,"audience":6,"description":336,"extension":259,"icon":337,"locale":242,"meta":338,"order":339,"slug":340,"stem":341,"__hash__":342},"helpCategories\u002Fhelp\u002Fcategories\u002Fsettings.yml","Settings & admin","Services and pricing, who can see what, and moving your data in from another system.","i-lucide-settings",{},9,"settings","help\u002Fcategories\u002Fsettings","Rh-1T4iTtJkcK-o-n1olOGqTuFb3u3HsJ3w9anPS5Ak",{"id":344,"title":345,"audience":6,"description":346,"extension":259,"icon":347,"locale":242,"meta":348,"order":349,"slug":350,"stem":351,"__hash__":352},"helpCategories\u002Fhelp\u002Fcategories\u002Faccount.yml","Your login and profile","Your own login, password, two-factor security, profile, and language.","i-lucide-user-circle",{},10,"account","help\u002Fcategories\u002Faccount","8rq4IYJIBjfrS6vI3NVuFEa6_2DFJY9hHbhft5lmpYA",{"id":354,"title":355,"audience":6,"description":356,"extension":259,"icon":357,"locale":242,"meta":358,"order":359,"slug":360,"stem":361,"__hash__":362},"helpCategories\u002Fhelp\u002Fcategories\u002Fclasses.yml","Classes","Set up class types and a weekly timetable, run the roster and check-in, and change or cancel a class.","i-lucide-users-round",{},11,"classes","help\u002Fcategories\u002Fclasses","FSCZW6YrpwxAdhnLI0Ifyxs7zSnOE5ugnsH8kDrDi-s",{"id":364,"title":365,"audience":366,"description":367,"extension":259,"icon":368,"locale":242,"meta":369,"order":370,"slug":371,"stem":372,"__hash__":373},"helpCategories\u002Fhelp\u002Fcategories\u002Fbook-online.yml","Book online","client","Booking, paying, and managing your visit from your venue's booking page and the private links they send you.","i-lucide-globe",{},20,"book-online","help\u002Fcategories\u002Fbook-online","GGAAKN9iClyv52FA3Er7Af4YQtGbIzTRT303vOeiSB4",{"id":375,"title":376,"audience":366,"description":377,"extension":259,"icon":378,"locale":242,"meta":379,"order":380,"slug":381,"stem":382,"__hash__":383},"helpCategories\u002Fhelp\u002Fcategories\u002Fportal.yml","Your account and visits","Booking from your account, managing your visits, and using your wallet, memberships and rewards.","i-lucide-user-round",{},21,"portal","help\u002Fcategories\u002Fportal","uo0Lw9Pu1VwWJX1_sOT4LXIaNXQ4An31M7StYYHtcBw",[],[386,739,1022],{"id":387,"title":95,"audience":6,"body":388,"category":231,"description":722,"draft":233,"extension":234,"icon":723,"keywords":724,"locale":242,"meta":731,"navigation":244,"order":732,"path":94,"related":733,"seo":735,"sourceHash":250,"stem":736,"translationReviewed":233,"updatedAt":737,"__hash__":738},"help\u002Fhelp\u002Fteam\u002Fcommission-and-compensation.md",{"type":8,"value":389,"toc":703},[390,397,401,417,421,543,550,554,601,605,608,612,645,651,655,668,672,676,681,685,692,696],[11,391,392,393,396],{},"Owneli works out commission by itself from the rules on each team member's ",[50,394,395],{},"Pay"," section. Every amount it pays is recorded with the rule and the maths behind it, so you can always explain a number.",[15,398,400],{"id":399},"before-you-start","Before you start",[402,403,404,411],"ul",{},[405,406,407,410],"li",{},[50,408,409],{},"Who can do it:"," anyone with permission to manage the team. Regular staff can't see other people's pay.",[405,412,413,416],{},[50,414,415],{},"Check how they're employed."," Employees and contractors earn commission; booth renters don't.",[15,418,420],{"id":419},"add-a-commission","Add a commission",[422,423,424,428,445,449,467,471,512,516,529,533],"steps",{},[191,425,427],{"id":426},"open-their-pay","Open their pay",[11,429,430,431,434,435,437,438,441,442,444],{},"Go to ",[50,432,433],{},"Team",", select the person, and open ",[50,436,395],{},". Under ",[50,439,440],{},"Commissions",", select ",[50,443,420],{},".",[191,446,448],{"id":447},"choose-the-type","Choose the type",[11,450,451,452,455,456,459,460,463,464,444],{},"Under ",[50,453,454],{},"How is this commission calculated?",", choose ",[50,457,458],{},"Fixed rate"," (one rate on every qualifying sale, such as 20% of services) or ",[50,461,462],{},"Tiered"," (the rate climbs as their sales in a period grow). Select ",[50,465,466],{},"Continue",[191,468,470],{"id":469},"set-the-details","Set the details",[11,472,473,474,477,478,481,482,485,486,489,490,493,494,497,498,501,502,505,506,509,510,444],{},"Choose a ",[50,475,476],{},"Percentage"," or ",[50,479,480],{},"Fixed amount"," and the ",[50,483,484],{},"Rate",", and what it ",[50,487,488],{},"Applies to",", such as services or products. For tiered, set the ",[50,491,492],{},"Sales period"," and each tier's ",[50,495,496],{},"From",", ",[50,499,500],{},"To"," and ",[50,503,504],{},"Earns",". ",[50,507,508],{},"For a $100 sale"," shows what they'd earn. Select ",[50,511,466],{},[191,513,515],{"id":514},"set-the-dates","Set the dates",[11,517,518,519,501,522,525,526,444],{},"Choose when it ",[50,520,521],{},"Starts",[50,523,524],{},"Ends",", and, if you like, only certain ",[50,527,528],{},"Days of the week",[191,530,532],{"id":531},"apply-it","Apply it",[11,534,535,536,539,540,444],{},"Select ",[50,537,538],{},"Apply commission",". You see ",[50,541,542],{},"Commission added",[11,544,545,546,549],{},"To set up several people the same way, use ",[50,547,548],{},"Copy commissions from"," and pick a member.",[15,551,553],{"id":552},"advanced-options","Advanced options",[23,555,556,566],{},[26,557,558],{},[29,559,560,563],{},[32,561,562],{},"Option",[32,564,565],{},"What it does",[42,567,568,581,591],{},[29,569,570,578],{},[47,571,572,477,575],{},[50,573,574],{},"Progressive",[50,576,577],{},"Retroactive",[47,579,580],{},"For tiered rates: each band pays only on the sales inside it, or the highest band reached pays on the whole period",[29,582,583,588],{},[47,584,585],{},[50,586,587],{},"Commission base",[47,589,590],{},"Pay on the price after discounts, take tax off first, or deduct product cost or service consumables first",[29,592,593,598],{},[47,594,595],{},[50,596,597],{},"Level",[47,599,600],{},"The rung this person sits on, such as Senior. Someone with no rule of their own uses their level's rule.",[15,602,604],{"id":603},"which-rule-wins","Which rule wins",[11,606,607],{},"When a sale closes, each line uses the most specific rule that covers it: one set for that item, then the person's own rule, then their role, their level, their location, and finally a business-wide rule. Two rules never split a line.",[15,609,611],{"id":610},"packages-and-memberships","Packages and memberships",[11,613,451,614,617,618,620,621,501,624,627,628,630,631,633,634,636,637,640,641,644],{},[50,615,616],{},"Revenue recognition",", at the bottom of anyone's ",[50,619,395],{}," section, choose for ",[50,622,623],{},"Packages",[50,625,626],{},"Memberships"," when they pay commission: ",[50,629,52],{}," (the seller earns it all at the sale), ",[50,632,65],{}," (the person who does each session earns it then), or ",[50,635,78],{},", with the ",[50,638,639],{},"Share paid at sale",". Select ",[50,642,643],{},"Save recognition",". It applies to the whole business. A change applies from now on; it never changes past periods by itself.",[646,647,648],"note",{},[11,649,650],{},"If you change how someone is employed and then recalculate a past period, the recalculation uses how they're employed today.",[15,652,654],{"id":653},"check-it-worked","Check it worked",[11,656,657,658,660,661,663,664,444],{},"After their next sale, open ",[50,659,174],{},". Their line shows the amount, and selecting it shows ",[50,662,178],{},": the rule, the base and the calculation. Team members see their own commission in ",[92,665,667],{"href":666},"\u002Fhelp\u002Fteam\u002Fsee-your-own-hours","My hours",[15,669,671],{"id":670},"if-something-goes-wrong","If something goes wrong",[191,673,675],{"id":674},"someones-commission-is-zero","Someone's commission is zero",[11,677,678,679,444],{},"Check, in order: they aren't a booth renter, a rule covers what they sold, the rule's dates and days include the sale, and, for packages, the policy isn't ",[50,680,65],{},[191,682,684],{"id":683},"a-team-member-thinks-a-commission-line-is-wrong","A team member thinks a commission line is wrong",[11,686,687,688,691],{},"They can select ",[50,689,690],{},"Dispute this"," on the line in their statement. You review it and, if needed, post a correction. The original line is never edited.",[191,693,695],{"id":694},"commission-staff-had-a-slow-week","Commission staff had a slow week",[11,697,698,699,444],{},"See ",[92,700,702],{"href":701},"\u002Fhelp\u002Fteam\u002Fpay-commission-staff-minimum-wage","Make sure commission staff earn minimum wage",{"title":218,"searchDepth":219,"depth":219,"links":704},[705,706,713,714,715,716,717],{"id":399,"depth":219,"text":400},{"id":419,"depth":219,"text":420,"children":707},[708,709,710,711,712],{"id":426,"depth":228,"text":427},{"id":447,"depth":228,"text":448},{"id":469,"depth":228,"text":470},{"id":514,"depth":228,"text":515},{"id":531,"depth":228,"text":532},{"id":552,"depth":219,"text":553},{"id":603,"depth":219,"text":604},{"id":610,"depth":219,"text":611},{"id":653,"depth":219,"text":654},{"id":670,"depth":219,"text":671,"children":718},[719,720,721],{"id":674,"depth":228,"text":675},{"id":683,"depth":228,"text":684},{"id":694,"depth":228,"text":695},"Add fixed or tiered commission for a team member, choose when packages and memberships pay, and see why each commission was paid.","i-lucide-percent",[725,726,727,728,729,730],"staff commission setup","commission not showing","commission calculation","tiered commission","commission on packages and memberships","worker classification commission",{},40,[200,666,734],"\u002Fhelp\u002Fgrowth\u002Fwhich-report-answers-my-question",{"title":95,"description":722},"help\u002Fteam\u002Fcommission-and-compensation","2026-10-29","4xtpFJhX2KM-caViotayyN-SyfHtR80s_e5jXn-LZV0",{"id":740,"title":741,"audience":6,"body":742,"category":281,"description":1004,"draft":233,"extension":234,"icon":1005,"keywords":1006,"locale":242,"meta":1013,"navigation":244,"order":1014,"path":248,"related":1015,"seo":1019,"sourceHash":250,"stem":1020,"translationReviewed":233,"updatedAt":737,"__hash__":1021},"help\u002Fhelp\u002Fcheckout\u002Fredeem-gift-cards-packages-and-memberships.md","Redeem a gift card, package, or membership at checkout",{"type":8,"value":743,"toc":981},[744,747,749,766,770,813,817,870,876,883,899,903,914,918,921,923,936,938,942,949,953,956,960,963,967,970,974],[11,745,746],{},"Let a client pay with value they already hold: a gift card, a session from a package, a credit or balance from their membership, or account credit. Whatever it doesn't cover stays on the sale for another method.",[15,748,400],{"id":399},[402,750,751,760],{},[405,752,753,756,757,759],{},[50,754,755],{},"Packages, memberships and account credit"," belong to a client, so the sale needs that ",[50,758,366],{}," on it.",[405,761,762,765],{},[50,763,764],{},"A gift card"," works for anyone who has its code.",[15,767,769],{"id":768},"redeem-a-gift-card","Redeem a gift card",[422,771,772,776,785,789,803,807],{},[191,773,775],{"id":774},"choose-gift-card","Choose Gift card",[11,777,778,779,441,782,444],{},"On the payment step, under ",[50,780,781],{},"Method",[50,783,784],{},"Gift card",[191,786,788],{"id":787},"enter-the-code","Enter the code",[11,790,791,792,795,796,799,800,444],{},"Type the 12-character code in ",[50,793,794],{},"Gift card code",". Dashes are optional. The card's balance appears, with ",[50,797,798],{},"Covers it"," or the amount ",[50,801,802],{},"Still owed",[191,804,806],{"id":805},"charge-it","Charge it",[11,808,535,809,812],{},[50,810,811],{},"Charge",". The card pays up to its balance. Anything left stays on the sale: take it with the next method.",[15,814,816],{"id":815},"redeem-a-package-session-or-membership-credit","Redeem a package session or membership credit",[422,818,819,823,845,849,852,855],{},[191,820,822],{"id":821},"choose-the-benefit","Choose the benefit",[11,824,778,825,441,827,477,830,505,833,835,836,505,839,841,842,444],{},[50,826,781],{},[50,828,829],{},"Package",[50,831,832],{},"Membership",[50,834,829],{}," shows how many sessions are left, such as ",[50,837,838],{},"3 sessions left",[50,840,832],{}," shows ",[50,843,844],{},"credit",[191,846,848],{"id":847},"pick-which-one-if-theres-a-choice","Pick which one, if there's a choice",[11,850,851],{},"If the client holds more than one that fits, pick the one to use. It covers the matching service on the sale.",[191,853,806],{"id":854},"charge-it-1",[11,856,857,858,861,862,865,866,869],{},"A card below shows the package or membership, ",[50,859,860],{},"Covers"," the matching service, and the amount it takes off. Select ",[50,863,864],{},"Redeem 1 session",", or ",[50,867,868],{},"Redeem 1 credit"," for a membership. One session comes off the client's package or membership.",[11,871,872,875],{},[50,873,874],{},"Membership balance"," works the same way for a membership that adds money to a wallet each period: it pays like store credit, up to the balance.",[877,878],"help-shot",{"alt":879,"height":880,"src":881,"width":882},"The Method choices on the payment step for a client with a membership and a saved card: Visa ending 4242 (Card on file) chosen first, then External terminal, Cash, Check, Gift card, Membership with credit under it, and Self checkout.",390,"\u002Fhelp\u002Fcheckout\u002Fredeem-gift-cards-packages-and-memberships\u002Fmethods.webp",708,[884,885,886],"tip",{},[11,887,888,889,640,892,895,896,444],{},"Selling a package and using its first session in the same visit? The cart offers ",[50,890,891],{},"Cover with a package",[50,893,894],{},"Cover",", and the service line shows ",[50,897,898],{},"Package benefit · $0",[15,900,902],{"id":901},"use-account-credit","Use account credit",[11,904,905,906,909,910,913],{},"When a client has account credit, such as a referral reward or a left-over deposit, the payment step shows ",[50,907,908],{},"Available credit"," with the amount. Select ",[50,911,912],{},"Apply"," to use it.",[15,915,917],{"id":916},"tips-are-paid-separately","Tips are paid separately",[11,919,920],{},"Packages, memberships, membership balances and account credit pay for the visit, never the tip. A tip on a fully covered visit is left on the sale, so the client can still add one by card or cash.",[15,922,654],{"id":653},[11,924,925,926,928,929,497,931,477,933,935],{},"Each redemption prints on the receipt as its own payment line: ",[50,927,784],{}," with the balance left, ",[50,930,829],{},[50,932,832],{},[50,934,874],{},". The client's package or membership shows one session fewer.",[15,937,671],{"id":670},[191,939,941],{"id":940},"package-or-membership-isnt-offered","Package or Membership isn't offered",[11,943,944,945,444],{},"There's no client on the sale, the package or membership has expired or been used up, nothing on the sale is covered by it, or it isn't valid at this location. A membership with a failed renewal payment is locked until the payment is sorted. See ",[92,946,948],{"href":947},"\u002Fhelp\u002Fretail\u002Ffix-a-failed-membership-payment","Fix a failed membership payment",[191,950,952],{"id":951},"the-gift-card-is-refused","The gift card is refused",[11,954,955],{},"The message says why: no card with that code, the card has expired or been cancelled, it has no balance left, or it isn't valid at this location.",[191,957,959],{"id":958},"gift-card-isnt-in-the-list-at-all","Gift card isn't in the list at all",[11,961,962],{},"The sale is selling a gift card. A gift card can't be paid for with another gift card, because moving value between cards that way leaves no trail.",[191,964,966],{"id":965},"someone-elses-package","Someone else's package",[11,968,969],{},"Packages and memberships belong to the client on the sale; the till won't use another client's. Gift cards are different: whoever has the code can spend it.",[191,971,973],{"id":972},"a-redeemed-session-needs-to-go-back","A redeemed session needs to go back",[11,975,976,977,444],{},"Refund the sale. A whole-sale refund returns the session or credit to the client. See ",[92,978,980],{"href":979},"\u002Fhelp\u002Fcheckout\u002Frefunds-and-the-cash-drawer","Refunds and the cash drawer",{"title":218,"searchDepth":219,"depth":219,"links":982},[983,984,989,994,995,996,997],{"id":399,"depth":219,"text":400},{"id":768,"depth":219,"text":769,"children":985},[986,987,988],{"id":774,"depth":228,"text":775},{"id":787,"depth":228,"text":788},{"id":805,"depth":228,"text":806},{"id":815,"depth":219,"text":816,"children":990},[991,992,993],{"id":821,"depth":228,"text":822},{"id":847,"depth":228,"text":848},{"id":854,"depth":228,"text":806},{"id":901,"depth":219,"text":902},{"id":916,"depth":219,"text":917},{"id":653,"depth":219,"text":654},{"id":670,"depth":219,"text":671,"children":998},[999,1000,1001,1002,1003],{"id":940,"depth":228,"text":941},{"id":951,"depth":228,"text":952},{"id":958,"depth":228,"text":959},{"id":965,"depth":228,"text":966},{"id":972,"depth":228,"text":973},"Pay a sale with a gift card, a prepaid package session, a membership credit or balance, or account credit, and see what each one can't cover.","i-lucide-wallet-cards",[1007,1008,1009,1010,1011,1012],"redeem gift card at checkout","use package session","membership credit at pos","account credit","gift card doesn't cover the full amount","package not showing",{},70,[1016,1017,1018],"\u002Fhelp\u002Fcheckout\u002Ftake-a-payment","\u002Fhelp\u002Fcheckout\u002Fsplit-and-partial-payments","\u002Fhelp\u002Fretail\u002Fgift-cards",{"title":741,"description":1004},"help\u002Fcheckout\u002Fredeem-gift-cards-packages-and-memberships","T7dfg8LpAneYzlmpcqyWvfwQdEbV3Uk2VEiW9T_CdPk",{"id":1023,"title":201,"audience":6,"body":1024,"category":231,"description":1317,"draft":233,"extension":234,"icon":1318,"keywords":1319,"locale":242,"meta":1326,"navigation":244,"order":1327,"path":200,"related":1328,"seo":1330,"sourceHash":250,"stem":1331,"translationReviewed":233,"updatedAt":737,"__hash__":1332},"help\u002Fhelp\u002Fteam\u002Fprepare-payroll-for-your-accountant.md",{"type":8,"value":1025,"toc":1298},[1026,1029,1031,1080,1084,1185,1191,1197,1200,1204,1211,1216,1220,1237,1241,1255,1257,1266,1268,1272,1277,1281,1291,1295],[11,1027,1028],{},"Owneli prepares payroll; it doesn't pay people or work out tax. At the end of each pay period you generate a pay run, check and freeze it, pay your team yourself, and mark it paid. Your accountant can read it all, or you can send them the figures.",[15,1030,400],{"id":399},[402,1032,1033,1038,1070],{},[405,1034,1035,1037],{},[50,1036,409],{}," admins and owners.",[405,1039,1040,1043,1044,1047,1048,1051,1052,1055,1056,1059,1060,501,1063,1066,1067,444],{},[50,1041,1042],{},"Set your pay schedule once."," Go to ",[50,1045,1046],{},"Settings → Team & access → Payroll"," and set ",[50,1049,1050],{},"How often you pay",", when the ",[50,1053,1054],{},"First period starts",", the ",[50,1057,1058],{},"Pay day",", and your ",[50,1061,1062],{},"Country",[50,1064,1065],{},"Province or state"," (pay rules depend on them). Select ",[50,1068,1069],{},"Save schedule",[405,1071,1072,1075,1076,444],{},[50,1073,1074],{},"Approve timesheets"," for the period first. See ",[92,1077,1079],{"href":1078},"\u002Fhelp\u002Fteam\u002Fshifts-timesheets-and-time-off","Shifts, timesheets, and time off",[15,1081,1083],{"id":1082},"run-payroll-for-a-period","Run payroll for a period",[422,1085,1086,1090,1121,1125,1147,1151,1160,1164,1167,1171],{},[191,1087,1089],{"id":1088},"generate-the-run","Generate the run",[11,1091,430,1092,1095,1096,437,1099,1102,1103,1106,1107,1110,1111,441,1114,1117,1118,444],{},[50,1093,1094],{},"Team → Scheduling"," and open ",[50,1097,1098],{},"Pay runs",[50,1100,1101],{},"Up next",", a period that has ended shows ",[50,1104,1105],{},"Ready to run",": select ",[50,1108,1109],{},"Generate pay run",". If the period's run is already open as a ",[50,1112,1113],{},"Draft",[50,1115,1116],{},"Open run"," on its card instead. Every run, paid or not, is under ",[50,1119,1120],{},"All pay runs",[191,1122,1124],{"id":1123},"check-each-person","Check each person",[11,1126,1127,1128,1131,1132,1135,1136,1139,1140,1143,1144,444],{},"Each line shows their hours, wages, tips and commission. If a timesheet isn't approved yet, you're told; select ",[50,1129,1130],{},"Review"," to check it. To change someone's pay, select ",[50,1133,1134],{},"Add an adjustment",", enter the ",[50,1137,1138],{},"Amount"," (negative to take away) and a ",[50,1141,1142],{},"Reason",", and select ",[50,1145,1146],{},"Post adjustment",[191,1148,1150],{"id":1149},"approve-and-freeze","Approve and freeze",[11,1152,535,1153,1155,1156,1159],{},[50,1154,1150],{},". The figures stop changing. You can ",[50,1157,1158],{},"Reopen"," it if a timesheet changes.",[191,1161,1163],{"id":1162},"pay-your-team","Pay your team",[11,1165,1166],{},"Pay everyone the way you normally do, outside Owneli.",[191,1168,1170],{"id":1169},"mark-it-paid","Mark it paid",[11,1172,535,1173,1176,1177,1180,1181,1184],{},[50,1174,1175],{},"Mark paid",". Note ",[50,1178,1179],{},"How you paid it"," for your records, and leave ",[50,1182,1183],{},"Email everyone their earnings summary"," on to send each person a summary of what they earned. Confirm.",[877,1186],{"alt":1187,"height":1188,"src":1189,"width":1190},"The Pay runs page: under Up next, draft pay run #2 for Sep 20 to Oct 3, 2026 with its total and Open run #2; tiles for the amount not yet paid and the last paid run; and All pay runs listing each run's period, pay date, status (Paid, Draft, Replaced), people and total.",940,"\u002Fhelp\u002Fteam\u002Fprepare-payroll-for-your-accountant\u002Fpay-runs.webp",1212,[1192,1193,1194],"warning",{},[11,1195,1196],{},"Marking a run paid locks it for good. To correct it later, post an adjustment in the next run. Adjustments are permanent; to undo one, post an equal and opposite one.",[11,1198,1199],{},"An earnings summary shows what someone earned before deductions. It isn't a payslip and shows no tax or net pay.",[15,1201,1203],{"id":1202},"what-a-run-includes","What a run includes",[11,1205,1206,1207,1210],{},"Clocked hours and wages, tips split by card and cash, and commission. With overtime switched on under ",[50,1208,1209],{},"Overtime on pay runs"," in payroll settings, runs add the overtime premium for hourly employees. Holiday pay and tax aren't worked out; your accountant handles those.",[11,1212,1213,1214,444],{},"For staff paid mostly by commission, see ",[92,1215,702],{"href":701},[15,1217,1219],{"id":1218},"give-your-accountant-access","Give your accountant access",[11,1221,430,1222,1225,1226,1229,1230,501,1233,1236],{},[50,1223,1224],{},"Settings → Team & access → Accountants"," and select ",[50,1227,1228],{},"Invite accountant",". They can read and export your payroll and financial records, and change nothing. They must use two-factor sign-in. ",[50,1231,1232],{},"Change access",[50,1234,1235],{},"Remove"," are beside each accountant.",[15,1238,1240],{"id":1239},"or-send-them-the-figures","Or send them the figures",[11,1242,430,1243,1246,1247,1250,1251,1254],{},[50,1244,1245],{},"Reports",", open ",[50,1248,1249],{},"Payroll & commission"," and set the dates to your pay period. Select ",[50,1252,1253],{},"Send to accountant",", enter up to 10 email addresses and a note, and send. They get a PDF summary and a CSV for their payroll software.",[15,1256,654],{"id":653},[11,1258,1259,1260,1262,1263,444],{},"The run shows as paid with the date, and each person's earnings summary appears in their ",[50,1261,667],{}," under ",[50,1264,1265],{},"Earnings summaries",[15,1267,671],{"id":670},[191,1269,1271],{"id":1270},"set-a-pay-schedule-first","\"Set a pay schedule first\"",[11,1273,1274,1275,444],{},"Owneli doesn't know where your pay periods start. Set it under ",[50,1276,1046],{},[191,1278,1280],{"id":1279},"someones-hours-are-missing-or-low","Someone's hours are missing or low",[11,1282,1283,1284,1287,1288,1290],{},"Only timesheets in the period count. Check ",[50,1285,1286],{},"Timesheets"," for missed clock-ins, add them, and approve them. If the run is already frozen, ",[50,1289,1158],{}," it.",[191,1292,1294],{"id":1293},"a-timesheet-changed-after-the-run-was-paid","A timesheet changed after the run was paid",[11,1296,1297],{},"The difference is carried into the next run as a correction, so the paid run stays as it was.",{"title":218,"searchDepth":219,"depth":219,"links":1299},[1300,1301,1308,1309,1310,1311,1312],{"id":399,"depth":219,"text":400},{"id":1082,"depth":219,"text":1083,"children":1302},[1303,1304,1305,1306,1307],{"id":1088,"depth":228,"text":1089},{"id":1123,"depth":228,"text":1124},{"id":1149,"depth":228,"text":1150},{"id":1162,"depth":228,"text":1163},{"id":1169,"depth":228,"text":1170},{"id":1202,"depth":219,"text":1203},{"id":1218,"depth":219,"text":1219},{"id":1239,"depth":219,"text":1240},{"id":653,"depth":219,"text":654},{"id":670,"depth":219,"text":671,"children":1313},[1314,1315,1316],{"id":1270,"depth":228,"text":1271},{"id":1279,"depth":228,"text":1280},{"id":1293,"depth":228,"text":1294},"Generate a pay run for each pay period, check and freeze it, mark it paid, and give your accountant access or send them the figures.","i-lucide-banknote",[1320,1321,1322,1323,1324,1325],"payroll export","send payroll to accountant","staff hours and tips report","payroll csv","pay period summary","tips card vs cash payroll",{},50,[1078,94,1329],"\u002Fhelp\u002Fgrowth\u002Fexport-a-report",{"title":201,"description":1317},"help\u002Fteam\u002Fprepare-payroll-for-your-accountant","0i_ouxhukf3PiBOxG-DrPJc7iOLm8jzhh4Z2BH9pHoA",[],[1335,1337,1339,1341,1343,1345,1347],{"path":1336,"translationReviewed":244},"\u002Fhelp\u002Fel\u002Fteam\u002Fcheck-commission-on-a-membership-visit",{"path":1338,"translationReviewed":244},"\u002Fhelp\u002Fes\u002Fteam\u002Fcheck-commission-on-a-membership-visit",{"path":1340,"translationReviewed":244},"\u002Fhelp\u002Ffr\u002Fteam\u002Fcheck-commission-on-a-membership-visit",{"path":1342,"translationReviewed":244},"\u002Fhelp\u002Fpt-br\u002Fteam\u002Fcheck-commission-on-a-membership-visit",{"path":1344,"translationReviewed":244},"\u002Fhelp\u002Fpt-pt\u002Fteam\u002Fcheck-commission-on-a-membership-visit",{"path":1346,"translationReviewed":244},"\u002Fhelp\u002Fsq\u002Fteam\u002Fcheck-commission-on-a-membership-visit",{"path":246,"translationReviewed":233},1794073893191]