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Commissions are scheduled per Order. Within the project go to Modules > order. To schedule a commission payment within a project, navigate to Commissions > Schedule Payment. The plan should default if you If you have already assigned a Salesperson to a commission plan, the commission plan above but as mentioned previously plan should default automatically. However, you can flip switch the plan if applicableneeded. You can also have the option to override the rate and/or amount if necessary. Fill in Complete all required fields and select Schedule Payment.
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Commission Payables Report
Go to To generate a report on all scheduled commissions, go to Analysis > Print Reports > Commission Payables Report to run a full report on all scheduled commissions. Plug in the .
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Enter the desired date range and select Run Report. You can also push commissions over to Quickbooks in the Quickbooks Integration Application. The following report will show you provide a breakdown by Salesperson and then , with a Grand Total displayed at the bottom.
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Mark Sales Commissions as Paid
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Mark Sales Commissions as UnpaidThere may be instances In cases where you accidentally mistakenly marked a Sales Commission as paid and need to undo. Simply right reverse it, simply right-click on the Sales Commission and select “Mark Mark as Unpaid”Unpaid.
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For a more in depth look at how to setup Commission Plans, how to schedule Commissions and more see the video below!
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Note: Estimated Commissionable Cost = Sum of Purchase Orders. |
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When selecting the closing date range, you should select choose the day after the end date to include through the day beforeensure the correct period is included. |