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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

Accepted Solutions
Established Community Backer ***

Run the Sales by Rep report and set it for Cash Basis = o...

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

10 Comments
Not applicable

Hi Darlene, how did you solve this issue? I am facing the...

Hi Darlene, how did you solve this issue? I am facing the same challenge. Thank you! Rebecca
Established Community Backer ***

Darlene liked the answer already provided: Run the Sales...

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

see below

see below
Active Member

Oh oops wrong question  I answered - Long Day - Commissio...

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

Run the Sales by Rep report and set it for Cash Basis = o...

Run the Sales by Rep report and set it for Cash Basis = only Paid amounts
Established Community Backer ***

Thanks, darlene. You can edit the "wrong" answer and just...

Thanks, darlene. You can edit the "wrong" answer and just remove that text :smile:
Not applicable

Hi Darlene, Thank you for the help. This report is exactl...

Hi Darlene, Thank you for the help. This report is exactly what I need - YAY!!
Established Community Backer ***

Run the Sales by Rep report and set it for Cash Basis = o...

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

Active Member

Thank you SO much you are a life saver! Totally worked!

Thank you SO much you are a life saver! Totally worked!
ProAdvisor

You need a custom report to accomplish this. See link be...

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.