What Are Fee Plans?
Fee Plans are templates that define how fees are calculated between parties in Introzy. They let you define commission rules—like flat fees per lead or percentage-based commissions on closed deals—and Introzy calculates the amounts owed based on your rules.
Think of a Fee Plan as a reusable contract template. Once you create one, you can apply it to contacts, products, or facilitators. Introzy will then automatically calculate fees when deal triggers occur (when deals are created or closed).
Important: Fee Plans calculate and display fee amounts only—they do not generate invoices, process payments, or integrate with accounting software. Use the Deals and Invoices sections under Finance to manage invoicing and payments separately.
When to Use Fee Plans
Fee Plans are essential when you need to:
Track referral commissions: Calculate what to pay connectors or partners when they bring you leads or closed deals
Set up revenue sharing: Define percentage splits with partners based on deal values
Standardize fee structures: Create consistent commission templates across your organization
Automate calculations: Let Introzy calculate fees when deals are created or closed
Compensate facilitators: Assign fee plans to additional people who helped make a referral happen, so their fees are calculated alongside the connector's when the deal is sent to finance
Creating a Fee Plan
Important: Fee plans cannot be edited after creation. If you need to change a fee structure, you must create a new fee plan and deactivate the old one. Existing deals using the old plan will continue with their original fee structure.
Step 1: Navigate to Fee Plans
Click on Fee Plans in the sidebar navigation under Finance
Click the Create Fee Plan button in the top right corner
Step 2: Describe Your Fee Structure
Describe your fee structure in plain English and Introzy's AI will create the rules for you. The system understands triggers (lead, convert, close), amounts (flat, percentage, tiered), and conditions (minimums, maximums, deal value thresholds).
In the text field, describe your fee structure in everyday language
Click AI Parse Fee Structure
Review the generated rule(s) — the parser shows a confidence score
If the confidence is low, try rephrasing your description with more specific terms
Example descriptions:
"Charge $100 per lead and 10% of deal value when they convert"
"Monthly fee of $500"
"$100 per lead with increase to $500 after 10 deals"
"10% commission on deal close, with a minimum of $100 and maximum of $5,000"
"Tiered: 15% for deals under $10k, 12% for $10k–$50k, 10% over $50k"
Important limitation: Recurring triggers (monthly, quarterly, annually) only support flat dollar amounts. You cannot create a recurring percentage fee. For example, "Monthly fee of $500" works, but "Monthly fee of 10% of deal value" does not.
Step 3: Configure Plan Details
Plan Name: Give your fee plan a descriptive name (e.g., "Standard Connector Commission" or "Premium Partner Revenue Share")
Who Pays Fee: Who pays the fee. Options: Solution Provider, Seeker, Connector, Facilitator, or Marketplace Owner
Who Receives Fee: Who receives the fee. Options: Marketplace Owner, Connector, Facilitator, Solution Provider, or Seeker
Currency: Select your currency (e.g., USD)
Percentage Calculated On (applies to percentage-based rules only): Controls what amount the percentage is calculated against.
Deal Amount (gross) — the default. The percentage applies to the full deal value. Example: a 10% rule on a $10,000 deal = $1,000.
Payer's Share (waterfall) — the percentage applies to what the payer role actually earned on the deal, not the gross deal amount. Example: if the Marketplace Owner earned $1,500 on a $10,000 deal (via a 15% SP → MO fee plan), and the MO → Connector fee plan is set to 30% Payer's Share, the connector receives $450 (30% × $1,500) rather than $3,000 (30% × $10,000).
Use Payer's Share (waterfall) when your connector or facilitator should earn a percentage of what the payer actually made on the deal—not the full deal value. This is the most common setup for MO → Connector fee plans. If the payer has no fee plan on the deal, the calculation falls back to the gross deal amount.
This setting has no effect on flat fee rules—only percentage rules.
Note: To create a fee plan intended for facilitators, select Facilitator as the "Who Receives Fee" role. This does not restrict where the plan can be used, but it helps identify facilitator-specific plans in your fee plan list. On the Fee Plans page, the Payer → Payee column shows these roles (e.g., "marketplace owner → facilitator"), which is the only way to identify facilitator-type plans—there is no separate filter or tag.
Step 4: Review and Activate
Review your fee plan name, payer/payee roles, and fee rules
Click Create & Activate to save and immediately activate the plan
Your new fee plan will appear in the fee plans list with "Active" status
Managing Fee Plans
Viewing Your Fee Plans
Navigate to Fee Plans in the sidebar under Finance. You'll see a list of all fee plans with these columns:
Plan Name: The name you gave the plan
Payer → Payee: Shows who pays and who receives (e.g., "solution provider → connector" or "marketplace owner → facilitator")
Rules: Number of fee rules configured
Status: Active or Inactive
Usage: Number of active deals using this plan
Actions: Options to view details
Use the search bar to find plans by name. Filter by status using the buttons: All, Active, or Inactive.
Fee Plan Detail Page
Click on any fee plan to see its detail page, which includes:
Summary cards: Payer → Payee, number of fee rules, and active deal count
Fee Rules table: Each rule showing its name, description, trigger, amount, timing, and recurrence
Usage Statistics: Total fees calculated, active deals, fee events, and average fee per deal
Fee Impact Analysis: Click "Show Calculator" to preview how fees would calculate for different deal amounts
Deactivating a Fee Plan
If you no longer want a fee plan to apply to new deals but need to keep it for existing deals:
Go to the fee plan detail page
Click Deactivate
The plan status changes to "Inactive"
Existing deals continue using the plan for historical accuracy
No new deals will use this plan
Important: Fee plans cannot be edited after creation. To change a fee structure, create a new plan and deactivate the old one.
Deleting a Fee Plan
Fee plans can only be deleted if they are not attached to any deals. If a fee plan has active deals, the delete button will not appear. Instead, you'll see a message: "It cannot be deleted but can be deactivated to prevent new deals from using it. Existing deals will continue to use this plan."
To delete a fee plan with no active deals:
Go to the fee plan detail page
Click the red Delete button in the top right
Confirm the deletion
Tips & Best Practices
Name Clearly: Use descriptive names like "Standard 10% Commission" or "Monthly $500 Retainer" rather than generic names like "Fee Plan 1"
Test with Calculator: Use the Fee Impact Calculator on the fee plan detail page to preview how your fees will calculate before applying the plan to contacts or products
Review Regularly: Check your fee plans periodically to ensure they still align with your business agreements
Deactivate Don't Delete: If you need to stop using a fee plan but have historical deals, deactivate it rather than trying to delete it
Plan Before Creating: Since fee plans cannot be edited, carefully review your fee structure before creating the plan
Document Your Plans: Use clear, descriptive plan names and keep notes about which partners or products use which plans
Waterfall vs. Gross: If you're building an MO → Connector plan where the connector earns a percentage of your fee (not the full deal value), select Payer's Share (waterfall) under Percentage Calculated On. Using Deal Amount (gross) in that scenario will significantly over-calculate the connector's fee.
Next Steps
Now that you've created a fee plan, see Applying Fee Plans to Contacts, Products & Facilitators to put it to use.