Set a first-month rate and a lifetime rate

Pay a higher percentage on the first months after a referred customer's first completed payment, then a lower rate on later invoices. Do this on one Percentage incentive with Dynamic Rate. Affonso picks one matching incentive and stops — it does not fall through from a Payment-limited incentive to a Lifetime one.

The first-month window is months from the first completed payment, not a payment count. A 1-month window on a monthly plan covers the first invoice; the renewal a month later uses the lifetime rate. A yearly invoice billed during that window still uses the first-month percentage of that invoice. 25% of a $1,200 yearly invoice is $300, not three monthly equivalents.

Common issues

Later invoices earn $0 after you added a Payment-limited incentive

Cause: Affonso matches Applies to (most specific first) and stops. A Payment-limited incentive that matched does not fall through to a Lifetime one.

Solution: Use one Percentage incentive. Set Commission Duration to Lifetime. Put the intro rate on Dynamic Rate, not on a second incentive.

A yearly invoice paid a huge first-month commission

Cause: Percentage applies to that invoice amount.

Solution: 25% of a $1,200 is $300. If that is too high, lower the first-month percentage or cap the customer — see Cap commission per referred customer.

Dynamic Rate is disabled

Cause: The amount is $0 (exclusion mode).

Solution: Dynamic Rate is for a Percentage (or Fixed) rate greater than 0. To skip commission on a product, use Exclude products from commission.

Related

• Set commission rates
• Exclude products from commission
• Cap commission per referred customer
• How commission rate changes affect existing referrals