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Tern Agency: Commission Reconciliation
Tern Agency: Commission Reconciliation

A guide to your agency commission dashboard - view all agent bookings, log supplier payments, export to pay your agents, and more

Molly Johnson avatar
Written by Molly Johnson
Updated this week


Tern now supports Agency Commission Reconciliation - which allows you to view all your agents' bookings, log supplier payments, export data to pay your agents, and bulk mark commission as paid.

Right now the main benefit of tracking Commission through Tern is to eliminate duplicate data entry for your agents, or replace a more manual process that you are using today. Your agents are already planning their trips in Tern - so as they mark things as 'booked' you'll have access to them immediately, no duplicate data entry needed :)

If you are currently using a system that supports things like Unclaimed Bookings or other advanced functionality, you won't want to transfer over your entire process just yet - but we do plan to support it all in the coming months! Read more about our Agency Roadmap here.

If you're looking for information on Team Management / Billing, start here.

Agent Booking Experience

Your agents are already using Tern to plan their trips. Now, all they need to do is fill out their expected commission (if they weren't doing so already!), mark the activity as 'booked', and they'll be all set.

Filling out expected commission

As a part of the trip planning process, your agent will fill out their expected commission per activity / insurance / trip package.

  • The agent's split will be pre-filled based on the amount you set on their profile.

  • They are able to edit any of this information themselves - and you'll see it as a reference point - but you have the final say on what the actual commission received + commission split is for each activity. More on both these points below!

Once your agent has booked the activity, they'll mark it as 'booked'

First, they'll click 'marked as booked' under Booking Details

Next, they'll review the details, adjust the booking date (if needed), and select 'mark as booked'.

The agent's work is now done! When the commission comes in from the supplier and you log a payment / mark it as paid, they'll see the status come through on their side. More on how you do this below.

Agency Admins: Setting Default Commission Splits

To make commission reconciliation efficient, we recommend setting a default agency commission percentage, and customizing this per-agent as needed.

Setting a default agency commission split

To set a default percentage, go to Settings, select Agency Details, and click 'Edit Details'

Next, add your default agent commission split and 'save'. Don't worry - you can further customize per agent.

Customizing commission splits per agent

Go to 'Team', and select 'edit details' for the agent you'd like to adjust a default split for

Update their split, and save. Don't worry - you can always adjust commission per activity as needed!

Agency Admins: View & Search Agent Bookings

First, go to 'Commission' on your top nav

Right now a summary of all commission is only available for Agency Owners/Admins, but we do plan to have an 'agent' version available so they can more easily see (just their own) commissions in aggregate soon!

You'll see any activities your agents have marked as 'booked'

As soon as your agent marks something as 'booked', it will appear in this tab.

When you get a payout from a supplier, use the filters to figure out which activity matches that payout

We know that supplier payment receipts can really vary - the filters work with partial keyword search, to help you suss out the correct 'match'!

As a reminder, we do not support the ability to add supplier payments without a match, and surface those as 'unclaimed bookings' to advisors (yet!) We do plan to support that in the coming weeks.

Status filter - definitions

We definitely recommend using status filters to help narrow down to the correct booking. Definitions of each status item:

  • Upcoming: 'expected commission date' (as set by your agent) is in the future, and you have not logged a supplier payment yet.

  • Overdue: 'expected commission date' (as set by your agent) is in the past, and you have not logged a supplier payment yet.

  • Received: you have logged at least one supplier payment on the booking.

  • Canceled: your agent has marked this activity as 'canceled'.

Once you find the correct activity, select it from the table

You'll see activity details and the expected commission fields that your agent filled out. You'll then fill out the supplier payment details:

  • Amount received: the commission amount the supplier paid you for this activity

  • Currency: the currency the commission payment from the supplier is in (which can differ from the currency of the activity itself

  • Date received: when the supplier paid you (we default to 'today', but you can adjust)

  • Agent split: what percentage of the commission your agent should get. We default to whatever you have set on their profile, but you can adjust it per-activity. For example - if it's an 'agency lead' and they should get lower commission than normal, you can do so from here.

  • Eligible for payout: when you plan to pay your agent for this commission. We assume you are ready to pay them when you log the supplier payment and set the default to 'today', but you can move it to a future date as needed. For example - if you don't pay them until after travel, you can adjust.

  • Payout status: if you have already paid your agent this commission, you can mark it as paid from here. Otherwise you'll do this later in bulk - more on that below!

Logging multiple supplier payments

We know that suppliers don't always pay you all the commission for an activity/insurance/trip package at once. If you need to log a second payment, you can do so any time using the + icon

Exporting booking data

You can also export the raw booking data any time you need it! This can be especially helpful if you are still using a different system for commission reconciliation, but don't want your agents to have to manually re-enter the data in a spreadsheet / separate system.

Filter down to the data you need, and then click 'export' in the top right

You'll get a CSV with the same data in the table

Review Agent Payouts

Ready to move on from 'Bookings', and pay your agents?

Click on 'Agent Payouts'

You'll see one row for each supplier payment you logged

Filter down to the payouts you need

Status filters are your friend here!

  • Ready: payments that have not been marked 'paid', and do not have an 'eligible for payout' date set to the future.

  • On hold: payments that have not been marked 'paid', but DO have an 'eligible for payout' date set to the future.

  • Paid: payments you have already marked as 'paid'

If you are trying to use this data to pay your agents, use the 'Ready' filter, and then export all the payout data. You can then upload this data into whatever accounting software you use to run payroll (like Quickbooks).

After you have paid your agents, click 'mark paid' to mark every payout in your search results as 'paid'

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