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A
Answersformemaybe
June 16, 2020
Question

Sales Rep Commission Report

  • June 16, 2020
  • 5 replies
  • 37 views

I need to create a report from which I can pay commissions to outside sales reps. Currently we receive down-payments on projects, and pay commission on that amount; then later when invoice is paid in full, we issue a 2nd commission payment. I'd prefer to keep this method but since down payments don't get applied to invoices until much later, I am suspicious I may need to give up this method and only pay commission once invoice is paid in full.

 

Making it more complex, certain invoice line-items receive 10% commission, others 8%, others 7%, and a few receive 0 commission. Also we don't pay commission on invoices that have aged beyond 90 days. 

 

I've tried a few custom reports, but haven't gotten all my requirements met.

 

5 replies

MarsStephanieL
MarsStephanieL
Level 6
June 16, 2020

Hi there, @Answersformemaybe.

 

You can set the report to Cash basis before customizing it. I'll show you the steps on how to customize your report to see the commissions applied in the invoices. 

 

  1. Go to the Reports menu, then go to Sales.
  2. Click Sales by Rep Detail.
  3. Select Customize Report, then choose Cash basis under the Display tab.



  4. Go to the Filters tab.
  5. In the Search Filters field, enter and select Transaction type.
  6. Under Transaction Type, select Invoice, then click OK.



  7. Change the To and From dates, then click Refresh. 

 

I also, added this article that might come in handy to personalize your report: Customize reports in QuickBooks Desktop.

 

For future reference, you can also memorize the report so that you'll not go to the same process again, here's an article to help you through the process: Create, access and modify memorized reports.

 

I'll be here if you need anything in QuickBooks. Just comment below by clicking the Reply button. Stay safe out there.

A
AccountingIsFun
February 8, 2023

& then what do you do with all that data?  I have every line item from the invoice.  I can throw it into a pivot table but I cant get the columns I need (city, State, Zip)

Fiat Lux - ASIA
Fiat Lux - ASIA
Level 14
June 16, 2020

@Answersformemaybe 

As another option, consider having a sales commission app to handle more features and integrate it with your QBD.

    P
    pacteamgroup1
    October 7, 2022

    Can you advise 3rd party integrations that work well for commission reporting with QBD??

      P
      POWE
      March 22, 2022

      Does quickbooks have a feature to calculate vendor commissions?     Now I have to produce the sales by rep report and turn it into an excel sheet and calculate from there.    I am looking for an easier way to produce.

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