1. Export the source
Fresha’s Commission Activity is a row-by-row starting point; Commission Summary groups earnings and cannot by itself explain each sale. Export the relevant detailed report as CSV, then confirm that its date, earning team member, item, signed amount and any tax or source commission fields match the report you intend to reconcile. Fresha can use tiers and item-specific rules that Trimsum does not reproduce.
Fresha can calculate commission for services, products, packages, memberships, gift cards and charged cancellation fees, with fixed or tiered rules. Trimsum’s flat service and retail percentages cannot reproduce all those arrangements. Leave any unsupported item unresolved until you have its source evidence and the agreed treatment.
Keep the invoice dates you intend to reconcile and include refunds as negative lines. Export formats and available columns vary by provider report; check the file before importing.
2. Map the fields
In Trimsum, select Import CSV and choose the file. Trimsum detects the separator. Confirm the date format, then map the available columns to the fields below.
| Field | What to check |
|---|---|
| Reference | Invoice or sale identifier |
| Date | Invoice date, with the correct date format |
| Staff | The person who earned the commission |
| Item | Service or product description |
| Category · optional | Service or Retail; for a single-category report, choose the category fallback when no column is mapped |
| Amount | Signed amount; refunds must be negative |
| Tax · optional | Explicit tax amount, if your export provides it |
| Reported commission · optional | The provider’s commission amount to compare |
3. Check before closing
Review a service, a retail line and a refund in the preview. Add your staff’s agreed rates. Set the tax basis, then work through any duplicate or commission-difference questions. Only finalise when the review is complete.
Walk through the full processAudit a commission report