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Level 1

I have to pay commissions based on payments received by the customer, how do I get a report on the detail? I cannot find a report that gives details.

I have to pay commissions based on payments received by the customer, how do I get a report on the detail? I cannot find a report that gives details on the invoices paid on transaction detail it only shows amount paid and not the invoices associated with it to calculate commission


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Best answer 12-10-2018

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Highlighted
Level 15

I have to pay commissions based on payments received by the customer, how do I get a report on the detail? I cannot find a report that gives details.

Run the Sales by Rep report and set it for Cash Basis = only Paid amounts.

View solution in original post

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Highlighted
Level 1

I have to pay commissions based on payments received by the customer, how do I get a report on the detail? I cannot find a report that gives details.

Hi Darlene, how did you solve this issue? I am facing the same challenge. Thank you! Rebecca
Highlighted
Level 15

I have to pay commissions based on payments received by the customer, how do I get a report on the detail? I cannot find a report that gives details.

Darlene liked the answer already provided: Run the Sales by Rep report and set it for Cash Basis = only Paid amounts
Highlighted
Level 1

I have to pay commissions based on payments received by the customer, how do I get a report on the detail? I cannot find a report that gives details.

see below
Highlighted
Level 1

I have to pay commissions based on payments received by the customer, how do I get a report on the detail? I cannot find a report that gives details.

Oh oops wrong question  I answered - Long Day - Commission - Ran the report on Cash basis and not accrual works PERFECT!!
Highlighted
Level 1

I have to pay commissions based on payments received by the customer, how do I get a report on the detail? I cannot find a report that gives details.

Run the Sales by Rep report and set it for Cash Basis = only Paid amounts
Highlighted
Level 15

I have to pay commissions based on payments received by the customer, how do I get a report on the detail? I cannot find a report that gives details.

Thanks, darlene. You can edit the "wrong" answer and just remove that text :smile:
Highlighted
Level 1

I have to pay commissions based on payments received by the customer, how do I get a report on the detail? I cannot find a report that gives details.

Hi Darlene, Thank you for the help. This report is exactly what I need - YAY!!
Highlighted
Level 15

I have to pay commissions based on payments received by the customer, how do I get a report on the detail? I cannot find a report that gives details.

Run the Sales by Rep report and set it for Cash Basis = only Paid amounts.

View solution in original post

Highlighted
Level 1

I have to pay commissions based on payments received by the customer, how do I get a report on the detail? I cannot find a report that gives details.

Thank you SO much you are a life saver! Totally worked!
Highlighted
Level 7

I have to pay commissions based on payments received by the customer, how do I get a report on the detail? I cannot find a report that gives details.

You need a custom report to accomplish this.

See link below. They may have a report or can write one for you.

https://clearify.com

This is not a recommendation.

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