Page Comparison

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Pay Commissions

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 Save.

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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 Unpaid

There may be instances where you accidentally 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 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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