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Tiffiny Taylor Krugh
Level 4

Track commission owed from vendor for specific projects

I earn a commission from a vendor when I use them for a job/project.  I need to keep track of commissions owed to me.  When I simply create an invoice with the vendor's name for the owed commission I do not see where I can add the to the particular project.

Thank you

5 Comments 5
JenoP
QuickBooks Team

Track commission owed from vendor for specific projects

Hi there, Tiffiny Taylor Krugh.

 

You can set up the vendor as a customer so you can invoice them for the commission. Only active customers will show up in the Customer field when creating sales transaction. Here's how:

 

  1. Go to the Sales menu and proceed to the Customers tab.
  2. Click New customer in the upper-right hand corner.
  3. Enter all other details and click Save

 

Once done, you can now create an invoice for the commission. You can also follow the steps in this article on how to set up a project for the newly setup customer profile: 

 

 

You can always reply or reach out to us again if you have other questions. We're always here to help. 

JenoP
QuickBooks Team

Track commission owed from vendor for specific projects

Hi Tiffiny Taylor Krugh,

 

Hope you’re doing great. I wanted to see how everything is going about invoicing your vendors for the commission. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at anytime.

 

Looking forward to your reply. Have a pleasant day ahead!

Tiffiny Taylor Krugh
Level 4

Track commission owed from vendor for specific projects

Thank you for following up.

 

I created an invoice for the vendor (as a customer) per your suggestion. I have an existing project up.  I am not clear on how to assign the invoice to the project.

 

Any further assistance would be appreciated.

JasroV
QuickBooks Team

Track commission owed from vendor for specific projects

Thanks for getting back to us, Tiffiny.

 

I’m more than happy to share with you some steps on how to assign an invoice to your project. You’ll want to open the invoice and change the customer name to the project to link it. Let me show you how.

 

  1. Go to the Sales menu in your QuickBooks Online (QBO) account.
  2. Select the Customers tab.
  3. Locate and select your preferred customer.
  4. Select the invoice you want to assign to the project.
  5. Change the customer to the project you want to attach from the Customer drop-down. 1.PNG
  6. Then click Save and close once done.

 

To learn more about projects in QBO, you can always utilize this article for your reference: Set up and create projects in QuickBooks Online.

 

Once you customer pays their invoice, you can now record their payment in your account. To be guided, check out this article: Record invoice payments in QuickBooks Online.

 

You’re always welcome to get back to us if you have other concerns or questions managing your projects and invoices. It’s always my pleasure to help you. Have a great weekend!

Tiffiny Taylor Krugh
Level 4

Track commission owed from vendor for specific projects

Thank you , however this would bring me right back to where I began.  

In placing the invoice back to the project, as suggested, I have no reference to who owes a commission payment other than a note on the invoice.  

What I was hoping for was a way to add a project to a line item on an invoice similarly to the way it is added to a bill, see attached.

I suppose there is no solution specifically, thank you.

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