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How to View Commission and Transaction Details in BoldDesk
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Overview
The Commissions page provides an overview of your earnings, usage, and available balance. The transactions page offers a detailed record of all commission-related activities.
Accessing the commissions page
To access the commission page, please follow these steps:
- Sign in to your BoldDesk account.
- From the left-hand menu, go to Admin > General > Refer and Earn.
- Select the Commissions tab.
Commissions page summary
The Commissions page offers a concise summary of your referral earnings, including:
| Field | Description |
|---|---|
| Commissions Earned | The total amount accrued through successful referrals. |
| Commissions Used | The commission amount utilized for subscription payments. |
| Commissions Balance | The remaining balance of your earned commissions. |
A summary table provides the following details for each referral transaction:
- Referral’s Email Address
- Purchase Date
- Sale Amount
- Commission
Accessing the Transactions page
- Sign in to your BoldDesk account.
- From the left-hand menu, go to Admin > General > Refer and Earn.
- Select the Transactions tab.
Transactions page summary
The Transactions page provides detailed information about all commission-related activities, enabling you to track how your earnings are utilized:
| Field | Description |
|---|---|
| Date | The date of the transaction. |
| Commissions Added | The total amount of commissions credited from successful referrals. |
| Commissions Used | The commission amount utilized for subscription payments. |
| Commissions Balance | The remaining balance of your earned commissions. |
Notes
- Commissions are credited only once the referral completes an eligible purchase.
- Accumulated balances can be used to pay for subscriptions within the platform.
- Email addresses and timestamps assist in tracking your referral and transaction history.
