B2B Rep

RepHub gives your sales reps their own portal to manage accounts and place orders at each customer's contracted pricing — and calculates every commission automatically, including refunds, order edits, and payouts.

Shopify's native B2B gives you companies, contracted price lists, and payment terms. RepHub adds the layer above it: the people who sell. Reps get a separate portal, not your Shopify admin. Each rep sees only the accounts assigned to them, browses your catalog at each account's contracted price, and places orders on that company's behalf. Those become real Shopify orders with the right prices and payment terms. When an order is paid, RepHub calculates commission from your rules and records it in a ledger you can audit, then rolls it into payout runs with printable statements.

RepHub runs alongside your store, not inside your storefront. It adds nothing to your customer-facing site and does not affect page speed. Merchant screens live in your Shopify admin under Apps → RepHub. The rep portal is a separate web address your reps open directly.

Quick start

Six steps from installing to seeing your first commission. Most stores finish in about fifteen minutes.

Sync your catalog. Open Settings → Product catalog and choose Sync products now. RepHub copies your products so the rep portal loads instantly and never slows down your store. The status changes to Completed when it is ready.
Set your first commission rule. Go to Rules and create one shop-wide rule, for example a percentage of sales. You can add product, collection, company, and rep-specific rules later; this one covers everything until you do.
Invite a rep. On Reps, enter your rep's email and name, then send the invitation. They receive a link that sets up their portal access. No Shopify account and no staff seat is required.
Give them accounts. On Companies, assign each B2B company to the rep who owns it. If you would rather assign by geography, set up territories instead and let RepHub do it automatically.
Have the rep place an order. Your rep signs in to the portal, picks an account, adds products at that account's contracted price, reviews the totals and payment terms, then submits the order. It appears in your Shopify admin, tagged to the rep.
Collect payment. When the order is marked paid in Shopify, RepHub records the commission within seconds. Check Commissions and you will see a new Earned entry waiting for approval.

Try it safely. Before committing to a commission structure, open Rules → Test an order and enter any existing order number. RepHub shows exactly which rule wins on every line and what each rep would earn, without recording anything.

Requirements

Shopify plan

RepHub works on Basic, Grow, Advanced, and Plus. The only difference is where contracted prices come from, and RepHub picks the right method for you automatically.

Your plan	How contract pricing works	What you set up
Plus	Shopify's native company catalogs and price lists apply prices for each company location.	Nothing extra. RepHub reads the prices you already set in Shopify.
Basic, Grow, Advanced	These plans cannot assign catalogs per company, so RepHub applies your negotiated prices to each order line itself.	Create price lists in RepHub and assign them to companies.

Either way, reps see the same thing and orders carry the correct prices. Settings → Store info tells you which method your store is using.

Before your reps can order

Each B2B company in Shopify needs:

At least one location. This determines pricing, tax, and payment terms.
A main contact. Shopify requires a company contact to attach an order to. Add one under Customers → Companies → (company) → Contacts.

If an order will not submit, a missing main contact is the most common cause. The rep sees the reason on screen, and adding a contact in Shopify fixes it immediately, with no changes needed in RepHub.

Reps

Reps is where you invite people, see how they are performing, and control access.

Inviting a rep

Enter an email address and an optional name, then send the invitation. Your rep gets an email with a link that sets up their portal access. They choose their display name and land straight in the portal. Invitations are valid for seven days, and you can resend one at any time from the Pending invitations list.

What each rep can and cannot see

A rep can see:

Only the companies assigned to them
Their own orders and order history
Their own commissions and statements
Your product catalog and contract prices for their accounts

A rep cannot see:

Your Shopify admin, at all
Other reps' accounts, orders, or earnings
Your commission rules or total liability
Customers or companies outside their book

Suspending and reactivating

Suspend revokes portal access immediately while keeping every order and commission record intact. Use it when someone leaves or goes on leave. Reactivate restores access with their accounts still attached. Commission history is never deleted by suspending a rep.

Display names

Each rep has a display name, which is what appears on their orders and statements. Open a rep from the list to change it. Their sign-in email stays the same.

Rep detail page

Selecting a rep's name opens their profile: contact details, status, commission totals grouped by pending, approved, and paid, every account they own, and their ten most recent orders.

Plan limits

Your plan sets how many reps you can have. The Reps page shows your usage, for example "3 of 10 reps used", and prompts you to upgrade if you reach the limit. Suspended reps still count toward it.

Accounts

Companies lists every B2B company in your Shopify store and shows which rep owns each one. This is what decides who can order for whom, and who earns the commission.

Assigning an account

Pick a rep from the dropdown next to a company and choose Assign. The rep can order for that company from their next portal visit. Unassign releases the account without deleting anything: RepHub keeps assignment history with start and end dates, so past orders stay correctly attributed to whoever owned the account at the time.

Unassigned accounts

Companies with no owner show an Unassigned badge. No rep can order for them until someone is assigned. If you use territories, unassigned companies are exactly what the automatic assignment picks up.

If the list is empty, your store has no B2B companies yet. Create them in Shopify under Customers → Companies, and they appear in RepHub right away.

Territories

Territories assign new accounts to the right rep automatically, so nothing sits unowned while your team grows.

How a territory matches

A territory is a set of filters. You can use any combination of:

Countries — two-letter codes, for example US, CA, GB
States or provinces — for example CA, NY, ON
Postal code prefixes — for example 90, 100, SW1
Company tags — for example key-account, distributor

A company matches when every filter you filled in matches, and any filter you left blank is treated as "anything". So a territory with only US in countries and 90, 91 in postal prefixes matches US companies in those postal ranges, regardless of tags.

When more than one territory matches, the one with the highest priority number wins. If two share the same priority, the older territory wins, so results never change between runs.

Which rep gets the account

Assign as many reps to a territory as you like. When a new company matches, RepHub gives it to the rep with the fewest active accounts, which keeps books balanced as your customer base grows. Ties go to the longest-serving rep.

When assignment runs

Immediately — the moment a company is created or updated in Shopify.
Every night — a sweep catches anything missed and any newly matching companies.
On demand — Run assignment now processes all unassigned companies and reports how many were assigned.

Your decisions always win. Automatic assignment only ever touches companies that have no owner. An account you assigned by hand is never reassigned, so national accounts and special relationships stay exactly where you put them.

Removing a territory

Deleting a territory does not unassign the accounts it created, so reps keep their books. The accounts simply stop being linked to a territory.

Commission rules

Rules decide what a rep earns. You can start with one shop-wide percentage and add precision over time: a higher rate on a product line, a different structure for one rep, a split on a shared account.

What a rule applies to

Scope	Applies to	Typical use
Shop	Every rep-placed order	Your default rate
Rep	One rep's orders	A senior rep on a different rate
Company	Orders for one account	Reduced rate on a house account
Collection	Products in a collection	Higher rate on a new range
Product	One product	A promotional spiff

Product and collection rules can also be limited to a single rep, which is useful when one person has a different arrangement on a line everyone sells.

How the amount is calculated

Percentage — a percentage of the line's value. The most common choice.
Flat amount per order — one fixed amount per order, no matter its size.
Flat amount per unit — a fixed amount for every unit sold. Good for case or bottle incentives.
Tiered percentage — a base rate plus higher rates above thresholds, for example 5 percent, then 7.5 percent over $10,000, then 10 percent over $50,000.

Splitting a commission

Add a split to divide one commission between reps by percentage, such as 60/40 on a co-owned chain. Splits must total exactly 100 percent, and each rep gets their own ledger entry and statement line.

What the percentage is calculated on

Every rule has a basis:

Subtotal after discounts, before tax (default) — what the customer actually paid for goods. Recommended for most businesses.
Subtotal before discounts — pays on list price even when a discount was applied.
Total including tax — pays on the full amount. Rarely used, but available where it is the local convention.

Which rule wins

RepHub evaluates every order line separately and applies the most specific matching rule, in this order:

Product rule limited to a rep
Product rule
Collection rule limited to a rep
Collection rule
Company rule
Rep rule
Shop-wide rule

If two rules are equally specific, the higher priority number wins, then the more recently effective one. There is never ambiguity about which rule paid a commission, and every ledger entry records the rule it came from.

Scheduling a rate change

Give a rule an effective start and end date to change rates without watching the clock. Rules are matched against the date the order was placed, so raising your rate next quarter never rewrites what reps earned last quarter.

Turning rules off

Deactivate a rule to stop it applying to new orders while keeping its history readable. Deleting is only possible for rules with no commission history; anything with history is deactivated instead, so past statements always stay explainable.

Test an order

Enter any order number, for example #1002, and RepHub replays your current rules against that real order, showing per line which rule won, what basis was used, and what each rep would earn. Nothing is written to the ledger. Use it whenever you change a rule and want to be certain before your reps see the result.

When orders change

Real orders get refunded, edited, and cancelled, sometimes after the rep has already been paid. This is where commission tracking usually breaks down and turns into a spreadsheet argument. RepHub handles all of it with one rule: the ledger always adds up to what the order currently justifies.

Here is the full life of a single $1,000 order at a 10 percent commission rate, and what RepHub records at each moment:

What happens	What RepHub records	Change	Running total
The order is paid	Earned — commission is recorded for each line and awaits your approval	+$100.00	$100.00
The customer returns $300 of goods	Reversal — for exactly the refunded portion. The original entry stays; the correction sits beside it	−$30.00	$70.00
You add a $200 line to the order	Adjustment — RepHub works out the difference between what is recorded and what is now correct, then records only the difference	+$20.00	$90.00
You run payouts and pay the rep $90	Entries become Paid and are locked. From this point they can never be altered	—	$90.00 paid
Three weeks later, a further $200 is refunded	Clawback — because the commission was already paid, this appears automatically on the rep's next statement instead of touching the closed period	−$20.00	$70.00
Total commission the order justifies			$70.00

No step in that sequence required anyone to open a spreadsheet, and every number can be traced back to the order and the rule that produced it.

Why this is safe

Amounts are never overwritten. Corrections are new entries, so the full history of a commission stays visible and auditable.
Order values are read from Shopify. When something changes, RepHub asks Shopify for the current state of the order rather than trusting a notification, so partial refunds and edits are always measured against reality.
Nothing is ever double-counted. If Shopify sends the same notification twice, or a background job retries, RepHub recognises the repeat and records nothing new.
Paid periods stay closed. Corrections that arrive after a payout roll forward to the next statement instead of changing a statement your rep already received.

Cancelling an order reverses its commission in full. If the commission was already paid, it becomes a clawback on the next statement.

The commission ledger

Commissions is the complete record of every commission movement in your store. Filter it by rep and by status, and export whatever you are looking at.

Entry types

Earned — commission earned on a paid order.
Reversal — commission removed because goods were refunded or the order was cancelled.
Adjustment — a correction, from an order edit or a manual bonus or deduction you added.
Clawback — a reversal of commission that had already been paid out. Lands on the next statement.

Statuses

Status	Meaning	Can it change?
Pending	Recorded, waiting for your review	Approve or void it
Approved	Confirmed and ready to be included in a payout	Void it, or pay it
Paid	Included in a payout run that was marked paid	Permanently locked
Void	Cancelled by you and excluded from all totals	No

Approving

Approve entries individually, or use Approve all pending at the end of a period. Approving is your confirmation that an amount is correct. Only approved entries are swept into payout runs.

Voiding

Voiding removes an entry from every total, and asks for a note explaining why. Paid entries cannot be voided. To correct something that has already been paid, add a negative manual adjustment so the correction appears on the next statement with a written reason.

Manual adjustments

Add a positive amount for a bonus or a negative one for a correction. A note is required, because the point of an adjustment is that someone can explain it a year later. Adjustments join the next payout run like any other entry.

Looking at one order

View order on any entry opens the full picture for that order: its current payment and refund state read live from Shopify, every entry ever recorded against it with the rule that produced each one, and the running total.

Recompute

Recompute discards unpaid entries for an order and recalculates them from your current rules. It is the right tool when you created or fixed a rule after an order was already paid. Paid entries are never touched, and the action is recorded in your audit trail.

Payouts and statements

A payout run turns approved commissions into per-rep statements you can pay from and file.

The four stages

Preview a period. Choose start and end dates, with the previous month filled in for you, and RepHub shows what each rep would be paid: opening balance, earned, clawbacks, adjustments, and net payable, plus the total. Nothing is committed yet, so preview as often as you like.
Create the draft. A draft run is a placeholder you can review, share, or delete. Commissions stay untouched and available.
Finalize. Finalizing attaches the commissions to the run and writes a statement for each rep. Those entries are now reserved for this payout and will not appear in another run.
Mark as paid. Once you have actually paid your reps, mark the run paid. Its entries become permanently locked, and reps see their statements marked as paid in the portal.

Reps who owe you money

If clawbacks leave a rep with a zero or negative balance, RepHub marks them Held and leaves them out of the run, so you never generate a statement asking a rep to pay you. Their balance carries forward and offsets their next positive period automatically.

What is on a statement

Opening balance — anything carried forward from before this period, including clawbacks from an earlier payout.
Earned — commission earned during the period.
Clawbacks — reversals of commission that had already been paid.
Adjustments — bonuses and corrections, including changes from edited orders.
Net payable — what you owe the rep, followed by every supporting entry.

Printing and filing

Each statement opens as a clean, letterheaded document with a Print / Save as PDF button for sending to a rep or your bookkeeper. You can also export a run's statements, or a single statement's entries, as CSV.

What reps see

Reps have a Statements tab in the portal showing their unpaid balance and every statement they have received, marked Processing once finalized and Paid once you mark the run paid. They can open and print any of them, which removes most "how did you get that number?" conversations before they start.

The rep portal

The portal is where your reps work. It is a separate web address from your Shopify admin, built for phones first, and it can be installed on a home screen like an app.

Signing in

There are no passwords. A rep enters their email address and receives both a six-digit code and a sign-in link. The code is easier on a phone, the link is easier on a desktop, and either one signs them in. Codes expire after fifteen minutes and work once.

Sign-ins last thirty days and extend with use, so reps are not re-authenticating in the middle of a trade show. If a rep works for more than one brand using RepHub, they pick which store to work in after signing in.

Home

Their orders and sales for the month, commission still open, commission already paid, the accounts they own with the date each last ordered, and their recent orders.

Placing an order

Choose the account. From Accounts, the rep picks a company and starts an order. Because prices are specific to each account, choosing the customer comes first.
Build the order. The catalog shows that account's contracted price, with your regular price struck through where a contract discount applies. Reps can search by product name or SKU and add quantities as they go.
Review real totals. Before anything is created, RepHub asks Shopify to calculate the order: line prices, discounts, taxes, the total, and the account's payment terms. What the rep sees is what the customer will be invoiced.
Finish it. Submit order creates the order as payment-pending, for customers on terms you will invoice. Send invoice to buyer emails the customer a Shopify payment link instead.

Order history

Orders shows everything the rep has placed, with a status for each: draft, invoiced, completed, paid, or cancelled.

Installing on a phone

Reps can add the portal to their home screen from their browser's share or menu button, and it then opens like any other app. The interface is cached for fast loading, and if connectivity drops the portal says so plainly. Submitting an order needs a connection, because prices and taxes are confirmed with Shopify at that moment.

Give your reps your RepHub portal address, ending in /portal, and suggest they save it to their home screen on the first visit.

Contract pricing

Reps must see the price each customer has actually agreed to. How RepHub gets that price depends on your Shopify plan, and it selects the method for you.

On Plus: native catalogs

RepHub reads the price each company location gets from your Shopify catalogs and price lists, including quantity rules. You manage prices in Shopify exactly as you do now, and reps see the result. There is no duplicate setup.

On other plans: RepHub price lists

Basic, Grow, and Advanced cannot assign catalogs to individual companies, so RepHub keeps your negotiated prices and applies them to each order line.

Create a price list under Price lists and give it a name and currency.
Add products by searching your catalog, or paste prices in bulk.
Assign the list to the companies it covers.

Importing prices in bulk

Paste one SKU and price per line:

WIDGET-BLK-M,18.50
WIDGET-BLK-L,18.50
WIDGET-RED-M,19.25

RepHub reports how many prices were imported and lists any lines it skipped with the reason, either an unrecognised SKU or an invalid price, so you can fix just those. You can also export a list to get the same format back.

A company can be assigned to more than one price list. When a product appears in several, the lowest price applies.

Product catalog

RepHub keeps its own copy of your products so the rep portal is fast and never competes with your store for Shopify's API limits.

Keeping it current

The first sync copies everything. After that, RepHub updates automatically whenever you add, change, or remove a product, usually within seconds. Settings → Product catalog shows the current status, when it last synced, and how many products are stored.

Syncing by hand

Choose Sync products now after a bulk import, or any time the portal seems to be missing something. It is safe to run whenever you like.

Prices are always live. Only product details are stored. Contract prices are confirmed with Shopify when a rep views an account's catalog, and the final order total is always calculated by Shopify at submission, so a stale cached price can never produce a wrong order.

Automations

Shopify Flow

RepHub adds two triggers you can build workflows on:

Order placed by rep — carries the order, the rep's name and email, the company, and the total. Use it to post to Slack, tag orders, notify a manager, or route large orders for approval.
Commission earned — carries the rep, the order, the amount, and the entry type. Use it to congratulate a rep, log to a spreadsheet, or alert on unusually large commissions.

Rep attribution inside Shopify

Every rep-placed order shows a Placed by rep card on its order page in your Shopify admin, so your fulfilment and support teams see who owns it without opening RepHub.

Orders also carry a RepHub tag and a tag identifying the rep, plus order attributes with the rep's name. That means rep attribution shows up in Shopify's own order filters, reports, and exports, and stays on your orders even if you stop using RepHub.

Weekly summary email

Every Monday, RepHub emails your store's address a short summary of the previous week: rep orders, sales, commission earned, and your top rep.

Reports and exports

Everything you can see, you can export as CSV. Filters apply to exports, so what you download matches what is on screen.

Export	Where	Contains
Commission ledger	Commissions	Date, order, rep, type, amount, currency, status, source, note
Rep orders	Orders	One row per order: date, order, rep, company, total, status
Payout statements	A payout run	Per rep: opening balance, earned, clawbacks, adjustments, net payable
Statement entries	A statement	Every commission entry backing that statement
Price list	A price list	SKU, variant, product, price, in the same format you can re-import
Everything	Settings	All your RepHub records in one file

Live figures on the dashboard

Home shows rep sales and order count for the month, your unpaid commission liability, how many reps are active, a leaderboard of your top reps, and the most recent rep orders.

Plans and billing

Every plan includes every feature. You choose based on team size, not on which capabilities you need.

Plan	Price	Reps	Features
Starter	$99 / month	Up to 3	Everything
Growth	$179 / month	Up to 10	Everything
Scale	$299 / month	Unlimited	Everything, priority support

Billing runs through Shopify and appears on your regular Shopify invoice. There is a 14-day free trial, and you can change plans or cancel at any time.

No order caps, so place as many rep orders as you like. No percentage of your sales. No per-rep surcharges within your plan's limit.

Changing plans

Settings → Plan and billing shows your current plan and how many reps you are using. Manage plan takes you to Shopify to switch. Upgrades apply immediately. If you downgrade below your active rep count, suspend the reps you no longer need first.

Security and data

What RepHub stores

To calculate commissions, RepHub keeps order references and amounts, company identifiers and names, your rules, and the resulting ledger. It stores your reps' names and email addresses, because they are its users.

It does not store your customers' names, email addresses, phone numbers, or shipping addresses. Buyer details stay in Shopify.

Access

Reps never receive Shopify admin access and never consume a Shopify staff seat.
A rep can only see the accounts assigned to them, their own orders, and their own earnings.
Invitation, sign-in, and session tokens are stored as one-way hashes, never in readable form.
Sign-in codes expire after fifteen minutes, work once, and are rate-limited against guessing.
Suspending a rep revokes access immediately.

Audit trail

Every action that can affect money is recorded with who did it and when: rule changes, approvals, voids, manual adjustments, payout finalization, and recomputes. Commission amounts themselves are never edited in place, because corrections are always new entries.

Privacy requests

RepHub handles Shopify's data-privacy requests automatically. Customer data requests are logged for you to fulfil, customer redaction removes any reference to that customer, and shop redaction deletes your data entirely.

Leaving RepHub

You should be able to leave cleanly. Here is exactly what happens.

Before you go: take your data

Settings → Offboarding and data export has a single Export all data download containing your reps, account assignments, commission rules, the full ledger, payout runs, statements, and rep orders. Do this before uninstalling.

What happens when you uninstall

Rep portal access stops immediately.
Your RepHub data is held briefly in case the uninstall was a mistake, then permanently deleted. Reinstalling within that window restores everything.
If Shopify sends a shop-redaction request, your data is deleted at once.

What stays in your store

Only the tags and order attributes already written onto your historical orders, for example the RepHub tag and the rep's name. These are inert records on your own orders, useful for historical reporting. RepHub leaves behind no theme code, no scripts, and nothing that can break a page.

Frequently asked questions

Can I just give my reps Shopify staff accounts?

You can, but each one uses a staff seat and grants access to your admin. Shopify's staff permissions also have no concept of commissions, territories, payouts, or a rep-friendly ordering screen. RepHub reps never enter your admin and see only their own accounts.

Do I need Shopify Plus?

No. RepHub works on Basic, Grow, Advanced, and Plus. On Plus it uses your native company catalogs; on other plans it applies contract pricing through its own price lists. Reps get the same experience either way.

What happens to a commission when an order is refunded?

RepHub records a reversal for exactly the refunded portion, automatically. If that commission was already paid out, it becomes a clawback on the rep's next statement instead of altering a closed period.

I changed a commission rule. Does it affect past orders?

No. Existing entries keep the rule that was in effect when the order was placed. If you deliberately want to recalculate an order under your current rules, use Recompute on that order. It leaves paid entries untouched and records the action in your audit trail.

Will RepHub slow down my store?

No. RepHub adds nothing to your storefront and installs no theme code. The rep portal is a separate application, and it browses from its own product copy so it does not consume your store's Shopify API capacity.

Do you take a percentage of my sales?

Never. RepHub is a flat monthly price with unlimited orders, and there are no per-rep surcharges within your plan's limit.

Can one rep work for several brands?

Yes. A rep uses the same email address across every RepHub store that invites them, and chooses which store to work in after signing in. Each store's data stays completely separate.

Do reps need training?

Very little. Most reps place their first order without help: sign in with an emailed code, pick an account, add products, review, submit.

Does the portal work at a trade show with poor wifi?

The portal installs to a phone's home screen and caches its interface, so it loads fast and tells you plainly when you are offline. Submitting an order does need a connection, because prices and taxes are confirmed with Shopify at that moment, which is what guarantees the order is correct.

Can I pay commission on something other than sales?

Yes. As well as a percentage, you can pay a flat amount per order, a flat amount per unit sold, or tiered percentages that rise with volume, and you can add manual bonuses at any time.

Troubleshooting

What you are seeing	Most likely cause	What to do
A commission did not appear after an order was paid	No commission rule was active, or the order was not placed through RepHub	Check that a rule covers the order in Rules → Test an order. If a rule was added after the order was paid, use Recompute on that order.
A rep cannot submit an order	The company has no main contact, or no location	Add a contact and location to the company in Shopify. The exact reason is shown on the rep's screen.
A rep sees regular prices, not contract prices	No price list is assigned to that company, or no catalog covers it	Assign a price list to the company, or check the company's catalog in Shopify.
Products are missing from the portal catalog	The product is not active, or the catalog needs a refresh	Confirm the product is active in Shopify, then choose Sync products now in Settings.
A rep never received their invitation	The email went to spam, or the address has a typo	Use Resend on the pending invitation, and check the address. Invitations expire after seven days.
A rep's sign-in code does not work	The code has expired or was already used	Codes last fifteen minutes and work once. Choose Resend code and use the newest one.
A new company was not assigned to a territory	Its address does not match any territory, or it already has an owner	Check the company's address against your territory filters. Manually assigned accounts are deliberately left alone.
A rep is missing from a payout run	Their balance is zero or negative, so they were held	This is intended, and the balance carries forward. The preview shows a Held badge and the reason.
"Rep limit reached" when inviting	You have used every rep on your plan	Upgrade in Settings → Plan and billing, or suspend a rep you no longer need.

Still stuck? Email support with your store address and, if it is about a number, the order or statement in question. Including those two things usually means the first reply is an answer rather than a question.

Glossary

Account: A B2B company in your Shopify store, owned by one rep at a time.
Assignment: The link between a rep and an account, with a start date and optionally an end date, so historical orders stay correctly attributed.
Basis: The amount a commission is calculated on, by default the subtotal after discounts and before tax.
Clawback: A reversal of commission that had already been paid. Appears on the rep's next statement rather than changing a closed one.
Contract price: The price a specific company pays, from your Shopify catalogs on Plus or from a RepHub price list on other plans.
Entry: One line in the commission ledger. Entries are added, never edited.
Held: A rep left out of a payout run because their balance is zero or negative. The balance carries forward.
Ledger: The complete, append-only record of every commission movement in your store.
Payout run: A period's commissions gathered into per-rep statements, moving from draft to finalized to paid.
Portal: The separate application your reps sign in to. Not your Shopify admin.
Price list: A set of negotiated prices you assign to companies, used on plans without native company catalogs.
Reversal: Commission removed because goods were refunded or an order was cancelled, before it was paid out.
Rule: The instruction that decides what a rep earns: its scope, calculation, basis, and effective dates.
Statement: A rep's printable summary for one payout period: opening balance, earned, clawbacks, adjustments, and net payable.
Territory: A set of location and tag filters that assigns new accounts to a rep automatically.