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Reference the Administrator Setup section here to setup Commission Plans. |
Pay Commissions
Commissions are scheduled per order. To schedule a commission payment within a project, navigate to Commissions > Schedule Payment. If you have already assigned a Salesperson to a commission plan, the plan should default automatically. However, you can switch the plan if needed. You also have the option to override the rate and/or amount if necessary. Complete all required fields and select Schedule Payment Save.
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Commission Payables Report
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Mark Sales Commissions as Paid
You can now open the QuickBooks Integration appplication and push Commissions over to QuickBooks (Desktop only). When this step is complete, the paid date will populate. If you need to mark a Sales Commission paid manually, navigate to the Finance menu on the top toolbar → Select Mark Sales Commissions Paid.
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In cases where you mistakenly marked a Sales Commission as paid and need to reverse it, simply right-click on the Sales Commission and select Mark as Unpaid.
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