# A commission reconciliation checklist for the rate you saved

A commission reconciliation checklist is the order you follow when the season file comes back: the vendor rate at confirmation, then the organization default, and an empty amount when neither was saved. Knockdesk is field sales software. The product never invents a rate. A residual is paid only if a saved rate already exists. Print from this browser. Checks stay in this browser. There is no separate PDF file.

## How to run this commission reconciliation checklist

Work the rows when the season file is in hand, before anyone types a number the vendor never published. The confirmation moment picks a rate you already saved.

1. Print from this browser. Checks stay in this browser.
2. Confirm the vendor on the turf and the vendor rate whose window will contain confirmation.
3. Confirm the organization default is saved only for vendors with no rate of their own.
4. Match each file row on CRM email, exact. Send a score under 80 to review.
5. Leave the amount empty when no vendor rate and no organization default exist.
6. Pay a residual only if that saved rate already exists. A void writes a reversal.

## Which saved rate confirmation is allowed to use

The product picks from rows you already saved. A missing rate stays missing. That is the whole reconciliation.

| Case | What Knockdesk does |
| --- | --- |
| Vendor rate at confirmation | Uses the row whose window contains that moment. A later rate does not rewrite it. |
| No vendor rate | Uses the organization default, the rate with no vendor, if that window contains confirmation. |
| Neither rate | The amount stays empty. The product never invents a rate. No commission row is written. |
| Residual | Paid only if a saved rate already exists. There is no default residual percent. |
| File match | CRM email, exact. Names are not matched. Under the default threshold of 80, the row waits in review. |
| Void | Writes a reversal of the commission amount times negative one when a row exists. Dispute leaves the ledger unchanged. |

## A sheet will type the rate the file never had

The deal card on this page is a fixture. The amount you pay still has to be a rate you saved. This commission reconciliation checklist leaves the blank empty when the season file and the desk disagree.

**The invented rate.** The product never invents a rate. If the vendor rate and the organization default are both missing, no commission row is written.

**The residual with no rate.** A residual is paid only if a saved rate already exists. Knockdesk does not fill a residual from a blank.

**The name match.** The rep column must be the CRM email, exact. A familiar name does not confirm the row.

**The later rate.** A rate saved after confirmation does not rewrite the amount. The window that contained confirmation is the one that pays.

## After you match the file

- [Field sales resources](/resources): The hub this commission reconciliation checklist sits on.

- [Commission tracking](/features/commission-tracking): Vendor rate at confirmation, then the organization default. Never invent a rate.

- [Sales commission guide](/guides/sales-commission): The longer page on the rate you save before the file arrives.

- [Sales manager weekly checklist](/checklists/field-sales-manager-weekly-checklist): The weekly read that catches commission blanks before the season file.

- [Summer sales program checklist](/checklists/summer-sales-program-checklist): Confirmed sales on the summer calendar use this same rate rule.

- [Full desk pricing](/pricing): Full desk is on the pricing page.

## FAQ

### What is a commission reconciliation checklist in Knockdesk?

A commission reconciliation checklist is the vendor rate at confirmation, then the organization default, then an empty amount if neither was saved. Knockdesk is field sales software. The product never invents a rate.

### Which rate is used at confirmation?

The vendor rate whose window contains that moment. If the vendor has no rate then, the organization default is the fallback.

### What if no rate was saved?

The amount stays empty and no commission row is written. The product never invents a rate.

### When is a residual paid?

A residual is paid only if a saved rate already exists. Knockdesk does not ship a residual percent. A blank stays blank.

### How does the vendor file match a rep?

The rep column must be the CRM email, exact. Names are not matched. A score under the default threshold of 80 goes to review and is not confirmed.

### What does a void do to the ledger?

When a commission row exists, a void writes a reversal of that amount times negative one. Dispute leaves the ledger as it is.

### How much does Knockdesk cost?

Full desk is on the pricing page. A free trial is not open.