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lelgavi
Level 1

Adding Rep/Vendor Sales commission

Hi, im new to quickbooks and im trying to add Rep/Vendor Sales commission after removing PayPal fees when depositing funds. This way I could pay a sales rep a percentage on net sales. I would also like that vendor/sales rep to show up on customer report as an expense.

 

Is there any way to do this?

 

Right now I'm creating invoices > Recording Payment to Undeposited Funds> recording deposits to checking and creating a line for PayPal fees 

 

Any help is greatly appreciated and thank you for your time. 

 

 

6 Comments 6
LeizylM
QuickBooks Team

Adding Rep/Vendor Sales commission

Welcome to Community, lelgavi.

 

I'm here to make sure you'll be able to track sales commission using the REP function in QuickBooks Desktop. 

 

To track your sales agent's commission, you can create or add a Sales rep in QBDT. Then, ensure sure the sales rep is assigned to your invoice.

 

Here's how:

 

Here's how:

  1. Go to the List menu and select Customer and Vendor Profile Lists.
  2. Choose Sales Rep List.
  3. Click the Sales Rep drop-down menu and select New.
  4. Choose a name from the Sales Rep Name drop-down list.
  5. Click OK.

After that, go to the invoice page and select Rep from the drop-down selection. Then assign the invoice to a specific sales rep.

 

If in case your invoice doesn't have a Rep Field, you have the option to add it by going to the List menu. 

 

  1. Select Templates from the Lists menu.
  2.  Click Edit Template
  3. Select Additional Customization and place a checkmark in the box beside REP
  4. Click OK twice to add the Rep field to your invoice.

 

 

Allow me to provide some resources that may be useful to you in the future. These resources deal with how to personalize customer or sales reports in great depth. You'll then learn how to memorize statements, create report preferences, and etc.

 

You can also bookmark this article for additional resources: Set up commission payroll items and reports. It will guide you on how to track commissions paid to employees.


Feel free to visit the Community again if you need help with managing commissions and other QuickBooks concerns. I’m more than happy to lend a helping hand.

lelgavi
Level 1

Adding Rep/Vendor Sales commission

Thank you for the answer. however, that wasn't quite what I need. 

I give my salesperson a percentage for the net amount made from a certain customer. 

When that customer pays via Paypal I need to pay a PayPal fee.  

So when the customer pays an invoice for $100.00 it is received to undeposited funds, then when it gets recorded for a deposit I add a line for Paypal fees. thus my checking gets the correct amount after the fee was subtracted.  (example Total Invoice $100, minus Paypal Fee = $97 ) 

My question is how do I pay my salesperson/vendor a percentage of the $97 (net amount) and still attribute this to the customer as an expense of some sort, so I could see it later in the customer's report and know the profit made from that customer. 

Thank you 

PS. I know there is a way to input the sales rep through the invoice but this method will give the sales rep a percentage of the gross 


lelgavi
Level 1

Adding Rep/Vendor Sales commission

Thank you very much, Unfortunately, this isn't the solution I need. 

I'm trying to pay the salesperson a percentage commission on the Net-Sale. 

Right now I create an invoice > then receive payment to undeposited funds> Then record deposit and add a line to deduct the Paypal Fee.
Example: Original Invoice = $100, Deposited to checking = $97... the Sales rep needs to receive a commission on that net $97

I know you could add the sales rep to the invoice but that gives them a commission of the gross amount, which does not work out for me. 

Can I pay the Salesperson/Vendor and somehow attribute that expense to the client? So I would be able to see an actual profit for that customer after paying the salesperson?

Thank you very much for your help

RenjolynC
QuickBooks Team

Adding Rep/Vendor Sales commission

Thanks for your prompt reply, lelgavi.

 

For now, we're unable to subtract the sales rep fee as a percentage. You'll want to get the figures by running the Deposit Detail report and export it to Excel. Then, manually calculate the percentage for your salesperson/vendor commission.

 

To run the Deposit Detail report, here's how:

 

  1. Go to Reports located at the top.
  2. Select Banking > Deposit Detail.
  3. Set the Dates and click the Excel drop-down list.
  4. Choose Create New Worksheet and follow the on-screen instructions.

To learn more about the reports in QuickBooks and how you can customize them, you can check out these articles:

 

After getting percentage amount, I recommend consulting with your accountant for advice on how to record the payment in your QuickBooks account. 

 

As an additional option, consider having a sales commission app to integrate with your QuickBooks Desktop. To look for an application, you can visit our Apps for QuickBooks Desktop page.

 

Please let me know if there's anything else you need. I'll be around to help you out some more. Take care and stay safe.

lelgavi
Level 1

Adding Rep/Vendor Sales commission

So there is no way to add the vendor to cost to a customer ? thereby deducting that cost from profit?

AileneA
QuickBooks Team

Adding Rep/Vendor Sales commission

Hi there, lelgavi. 

 

Yes. As a workaround, you can follow my colleague's suggestion above. Alternatively, look for a third-party application that add rep/vendor sales commission in the program. Then, integrate it to QuickBooks. 

 

Here's how:

 

  1. Go to this link: https://desktop.apps.com/home.
  2. In the Search field, enter a keyword. Let's say Sales Commission.
  3. If you've found one, click the View Profile button to take a tour or watch a demo for this application.

 

 

 

To manage your QuickBooks account, you can use this article for more tips and details: Account management.  

 

 

Feel free to reach back out if you have other questions about your QuickBooks. Stay safe!

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