Do you have a report for invoices paid during a specific period by rep to calculate commissions based on amount client paid & not invoiced no matter age invoice is?

billing2 · ‎October 19, 2018

I need a sales report to generate monthly/qrtly commissions which will show me all invoices paid during a specific period (with option to filter by rep) in order to calculate commissions due. I only want the report to show the invoice # once and the amount, if there is more than 1 item on the invoice it shows each amount and the invoice number. I want rep-amount the invoice was and amount the we received by the client, no matter the date the invoice was issued.

We only pay commission to reps when an invoice has been paid. Some invoices get paid partially or within a 30-90 day term or longer I want to be able to see which invoices were paid or partially paid during a specific time period no matter how old the invoice is.

Rustler · ‎October 19, 2018

Since QBO does not have a Rep field for sales, usually you create a class or location to use for this kind of thing

class allows you to tag each item line in a transaction
location allows you to tag the entire transaction

From what you say, location would be the best to use

then you can run a P&L by location, set the P&L report to cash basis and it will only show paid invoices, or run a location report and see what you can do in report customization

View solution in original post

Rustler · ‎October 19, 2018

Since QBO does not have a Rep field for sales, usually you create a class or location to use for this kind of thing

class allows you to tag each item line in a transaction
location allows you to tag the entire transaction

From what you say, location would be the best to use

then you can run a P&L by location, set the P&L report to cash basis and it will only show paid invoices, or run a location report and see what you can do in report customization

McWhorterCap · ‎October 19, 2018

For what it’s worth, I added a custom field to my invoices for Account Rep. I can pull invoice reports for a certain time period and add the A/R field and Account Rep as filters. The problem is, I cannot pull a report that has invoices from any date paid within a certain time period without using the Payment report. Unfortunately, the payment report will not show the Account Rep as that info is tied to the invoice and not the payment.

McWhorterCap · ‎October 19, 2018

For what it’s worth, I added a custom field to my invoices for Account Rep. I can pull invoice reports for a certain time period and add the A/R field and Account Rep as filters. The problem is, I cannot pull a report that has invoices from any date paid within a certain time period without using the Payment report. Unfortunately, the payment report will not show the Account Rep as that info is tied to the invoice and not the payment.

how do I print a vendor credit · ‎October 19, 2018

It is absolutely frustrating that QB Online has taken such a huge step backwards regarding this whole sales rep reporting issue. Had I known this before hand, I would never have switched. It is time to go back to desktop.

Rustler · ‎October 19, 2018

there is more functionality lost than just that, a non partisan comparison of QBO vs QB desktop
<a rel="nofollow" target="_blank" href="http://onsale-apparel.com/Rustler/qbo-or-qbdt">http://onsale-apparel.com/Rustler/qbo-or-qbdt</a>
(cost comparisons are at the end of the article)

Rajanikanth · ‎October 19, 2018

Hi You can use Sales By Customer Detail Report.

From Left Navigation Bar select Reports - All Reports - Sales By Customer Detail Report - Select the period you need and Select Cash Basis Accounting Method ( i.e Sales based on cash basis ) - From Top Right select Customize & / OR select Top Gear Icon for Settings- Select your preferences such as Crew # etc.

Also you have the option to Save your Customized Report for future use.

Note. If you entered Credit Memo for Sales Return, Refunds, etc this will be included in your Report assuming you have selected Transaction Type - All under Customization.

Attached screen shot for sample report.

If you need more details comment back.

billing2 · ‎October 19, 2018

the problem is i can only see invoices that were created in that time frame, i need to see if an invoice was paid in June but was created in Decemeber i need the payment to show up and the invoice and rep on the June report how can i do that

Rajanikanth · ‎October 19, 2018

Other option is to create SALES BY CUSTOMER DETAIL Report ( Select to Customize / Settings to show Invoice No, Amount ) - Accrual basis export to Excel and Combine with the Previous Cash basis report I suggested after Exporting to Excel.

mtestoni1 · ‎January 23, 2019

I need to do this exact same thing for commissions. Did you ever find a solution?

Joyce_P · ‎January 23, 2019

Our AllStar @Rustler has a great suggestion for this, mtestoni1.

Let me share his answer below:

Since QBO does not have a Rep field for sales, usually you create a class or location to use for this kind of thing

class allows you to tag each item line in a transaction
location allows you to tag the entire transaction

From what you say, location would be the best to use

then you can run a P&L by location, set the P&L report to cash basis and it will only show paid invoices, or run a location report and see what you can do in report customization

In addition, we have a Help article that can help you track Sales Commissions in QuickBooks Online.

Let me know how this works for you. Have a good day!

reportperson1 · ‎April 06, 2021

This still does not let you filter by only invoices that were paid during the selected time frame. It only pulls those that were created AND paid in the selected time frame (if cash is selected), correct?

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Do you have a report for invoices paid during a specific period by rep to calculate commissions based on amount client paid & not invoiced no matter age invoice is?