Team Member Commissions
If you have “Team Members” selected within the Project Infromation module, you can automate scheduling commissions for these associates by ensuring they have a default commission plan setup (see here for more details). If you have team members assigned, when you go to schedule a commission, you will see a new button labeled “Schedule Payments for Team Members”. You can schedule multiple commissions for all team members with just a couple of clicks vs. scheduling one per person. If you’d prefer to schedule per user, reference this article.
Commission Payables Report
To generate a report on all scheduled commissions, go to Analysis > Print Reports > Commission Payables Report.
Enter the desired date range and select Run Report. The report will provide a breakdown by Salesperson, with a Grand Total displayed at the bottom.
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.
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.
