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Join nowI have a client that sales products directly to their clients, then they also have a deal where if their clients buy directly from the vendor then my client gets the commission. The sale isn't included as income in their books, only the commission. As of now they have had an excel spreadsheet to track what commissions are expected but there has been no visibility in QuickBooks. They are considering creating an invoice to the vendor for the commission sales to allow for some visibility of this side of A/R, but they would also like visibility as to which of the clients purchased the parts. In other words, they want to be able to run a report showing outstanding commissions, but also which clients those commissions are tied to. What is the best way to do this?
For Clarity.
Scenario A; Company A Buys from Client, Client contacts vendor and gets parts. Simple Invoice showing income and COG
Scenario B: Company A contacts vendor for part (bypasses Client) and Vendor pays commission to Client. What is best way for visibility of both parties?
Hope this makes sense. I appreciate the help!
Hi there, Kimberlie Cline.
I'm here to share the best way to handle commission invoicing in QuickBooks Desktop.
You'll have to create a Commission item, then use it to your invoice. You can make a new template with the custom field to add the client name. Let me show you the steps:
To learn more about how to set up a commission item in QuickBooks Desktop, you can check out this article: Set up commission payroll item and reports.
Now you can add the items purchased by your client to the description column of the invoice. Once done, you can add a custom field for your client's name for tracking purposes.
Here's another article for the steps on how to add custom fields: Use QuickBooks Desktop custom fields.
In case you need help from a live support, feel free to contact our QuickBooks Desktop Support. They'll be able to guide you through the whole process.
Here's how you can contact our phone support:
That should do it. Please let me know if there's anything else you need, I want to make sure you're taken care of. Have a great day.
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