cancel
Showing results for 
Search instead for 
Did you mean: 
DCBUS
Level 2

Automatically Calculate Selling Fee / Commission

Hello,

Is it possible to have line items on a sales invoice such as selling fee and commission that is based on the subtotal of items sold and not based just on the last item entered. As per the image attached, I would like fees and commissions based on $510.00 and not the last item entered ($210.00).

 

Thank you.

JR

Solved
Best answer January 13, 2020

Best Answers
JessT
Moderator

Automatically Calculate Selling Fee / Commission

Yes, it's possible, JR. I'll guide you on how to do it.

 

You can add a subtotal item after Lladro-1415, so the calculation for the fee and the commission will be based on the sub-total amount. To do this, just add a new item from the Invoice page, select the Subtotal type and name it as Subtotal.

 

 

The outcome will look like this:

 

If you want to check the total commission for a certain period, you can go to your chart of accounts. Then, run a quick report of the account that is associated with your commission item.

 

Feel free to reach back out if you have other questions about your transaction.

View solution in original post

DCBUS
Level 2

Automatically Calculate Selling Fee / Commission

Hello,

That worked perfect. Thank you very much.

View solution in original post

5 Comments 5
JessT
Moderator

Automatically Calculate Selling Fee / Commission

Yes, it's possible, JR. I'll guide you on how to do it.

 

You can add a subtotal item after Lladro-1415, so the calculation for the fee and the commission will be based on the sub-total amount. To do this, just add a new item from the Invoice page, select the Subtotal type and name it as Subtotal.

 

 

The outcome will look like this:

 

If you want to check the total commission for a certain period, you can go to your chart of accounts. Then, run a quick report of the account that is associated with your commission item.

 

Feel free to reach back out if you have other questions about your transaction.

DCBUS
Level 2

Automatically Calculate Selling Fee / Commission

Hello,

That worked perfect. Thank you very much.

Michael K
Moderator

Automatically Calculate Selling Fee / Commission

Hey there, @DCBUS.

 

Glad to hear everything is in order and you're back to business! 

 

The Community will always have your back. Wishing you and your business continued success in all that you do.

luvlogistics
Level 1

Automatically Calculate Selling Fee / Commission

We'd like to do this as well, but on QB Online. What are the steps for QBO?

JoesemM
Moderator

Automatically Calculate Selling Fee / Commission

Thanks for chiming in on this thread, @luvlogistics.

 

The information provided by my colleague above is unavailable in QuickBooks Online. The ability to set up a line item for selling fee and commission that is based on subtotal hasn't been made available in QuickBooks Online.

 

We are constantly looking for input from our users on how we're doing and ways we could do even better. That said, I'd encourage you to submit feedback for our product engineers so it will be added on the next product enhancements.

 

Here's how:

 

  1. Go to the Gear icon and choose Feedback under profile.
  2. It will open a window where you can enter your product suggestions.
  3. From there, input how you want the program to work.
  4. Click Next to submit it.

 

Then, you can check our feedback page. From there, you can check for related requests and add a vote to add the feature.

 

For now, you'll have to manually create a line item for that specific transactions or you can visit our QuickBooks App Center to find a third-party app that can automate the process. Once you're in, click the profile of each payment processing app to know what are their key benefits and how they work with QBO.

 

Before purchasing to any service, I'd suggest reading some reviews online or trying their trial options available. This is to ensure that you'll find all of the features you need.

 

To stay current with the QuickBooks news and feature enhancements, I suggest visiting our blog site. Here's the link: Product Updates. I'm also adding this article to help customize the invoices that you send to your customers: Customize sales forms.

 

Feel welcome to reach out to us again with any concerns and questions you may have. We're always here to back you up, @luvlogistics.

Need to get in touch?

Contact us