Create and Configure Client Commission Rates

Overview

Client Commission Rates determine how commission is calculated and distributed for payments collected on behalf of clients. Commission logic can be configured based on conditions such as status code, balance, account age, settlement percentage, assigned date, effective date, and more.

Multiple Commission Rate Logic records can exist within a single commission rate. ACE evaluates these logic records from top to bottom and applies the first eligible Commission Rate Logic that matches all configured criteria.

Step 1: Create a Client Commission Rate

Navigate to:

Clients → Commissions → New

ACE includes sample commission rates that can be used as templates.

Commission Rate Fields

Field	Description	Tips & Troubleshooting
Label (REQ)	Name of the commission rate.	Use a clear label that identifies the rate. Example: `25% Legal / 30% Default`.
Identifier (REQ)	Unique identifier for the commission rate.	Best practice is to match the Label. ACE reformats identifiers automatically.
Description	Description of the commission rate.	Optional additional detail.
Commission Type (REQ)	Determines the commission type being configured.	For client commissions, always select `Client`.
Custom Hook	Custom code developed through an SOW.	Typically left blank unless instructed by InterProse.

Save the Commission Rate

After entering the required fields:

Click Apply
Configure the Commission Rate Logic

Step 2: Configure Commission Rate Logic

Commission Rate Logic determines when and how commissions are applied.

Multiple logic records can exist within a single commission rate.

All configured conditions within a Commission Rate Logic record must be met for the logic to apply.

Please Note:
Commission Rate Logic is evaluated from top to bottom.
More specific logic records should always appear first, with the default commission logic last.

Example Scenario

A customer wants to configure commission rates that change over time using Effective Dates.

Because ACE evaluates logic from top to bottom:

Payments dated on or after 05/15/2026 receive 20%
Payments dated on or after 04/20/2026 but before 05/15/2026 receive 30%
Older payments receive the 40% default commission

When using Effective Dates:

the logic with the most recent Effective Date should be evaluated first
the default logic should always remain last

Create a Commission Rate Logic Record

Click New in the Commission Rate Logic section
Configure the logic criteria
Configure the commission percentages
Click Apply
Repeat as needed for additional logic records

Image Displays Example Commission Rate Logic Configuration

Commission Rate Logic Fields

Field	Description	Tips & Troubleshooting
Label (REQ)	Name of the commission rate logic.	Use descriptive labels such as `Legal 50%` or `2025 Rate Change`.
Status Codes	Limits the commission logic to specific status codes.	If blank, the logic applies to all status codes.
Payment Receivers	Limits logic to specific payment receiver types.	If blank, the logic applies to all payment receivers.
Debt Group	Limits logic to a specific debt group.	Optional.
Age Range Type	Determines which date ACE uses for age calculations.	Works with Age Range (# of Days).
Age Range (# of Days)	Limits commission eligibility based on account age.	Accounts outside the configured range will not qualify.
Assigned Date Range	Limits logic to accounts assigned during a specific date range.	Useful when commission agreements change over time.
Owing Balance	Limits logic based on the current owing balance.	Optional.
Assigned Balance	Limits logic based on the assigned balance.	Optional.
Received Balance	Limits logic based on cumulative payments received.	Payments spanning multiple ranges calculate proportionally across each range.
Settled Percent	Limits logic based on settlement percentage.	Optional.
In Judgment	Limits logic to judgment accounts.	Optional.
Effective Date	Specifies the first date this logic can be considered for matching. If not configured, the logic is available immediately. All other configured criteria must also be met for the logic to match.	Payments with a transaction date prior to the Effective Date are not eligible for this logic. ACE will evaluate the next eligible Commission Rate Logic. When multiple logic records use Effective Dates, place the most recent Effective Date first in the evaluation order.

Payment Plan Commission Rates

There is an option available on the Client Profile to use Payment Plan Commission Rates.

When enabled:

the eligible Commission Rate Logic associated with the account at the time the payment plan is created becomes the commission rate for the payment plan
payments associated with the active payment plan continue using the same commission logic while the payment plan remains active
This allows commission calculations to remain consistent throughout the life of the payment plan.

Step 3: Configure Commission Percentages

After configuring the logic criteria, enter the commission percentages for the applicable balance buckets.

Any bucket left blank or set to 0% will not pay commission.

Commission Percentage Fields

Field	Description	Tips & Troubleshooting
Percent Principal	Commission percentage applied to principal payments.	Leave blank or `0%` if no commission applies.
Percent Interest	Commission percentage applied to interest payments.	Optional.
Percent Fee	Commission percentage applied to fees.	Optional.
Percent NSF	Commission percentage applied to NSF fees.	Optional.

Step 4: Assign the Commission Rate to the Client

Open the Client Profile
Locate the Preferences section
Select the Commission Rate
Click Save