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G
Goldsaul
January 28, 2024
Question

Sales Commisions

  • January 28, 2024
  • 1 reply
  • 3 views

I would like to generate a report whereby i can pay a sales representative on the sales collected and NOT just on the sale. Basically i want to pay based on collections and not on the sale filtered by rep. I would like to included the date the invoice was paid as well. 

1 reply

JoesemM
JoesemMQuickBooks Team
QuickBooks Team
January 28, 2024

Good day, @Goldsaul. I'll be glad to help you achieve the report you want to run in QuickBooks Desktop.

 

You'll want to run the Sales by Rep Detail and Collections Report to show the details you need in your report. Then, export it to an Excel file so you can manually add the details that will matter to your report.

 

Here's how:

 

  1. Go to the Reports menu, then go to Sales.
  2. Click Sales by Rep Detail.
  3. Select Customize Report, and go to the Filters tab.
  4. In the Search Filters field, enter and select Transaction type.
  5. Under Transaction Type, select Invoice, then click OK.
  6. Filter the other details you want to add n the report.
  7. Change the To and From dates, then click Refresh. 

 

For collection report and how to export them through an Excel file, follow the steps below:

 

  1. Go to Reports, then select Customers & Receivables.
  2. Choose Collections Report.
  3. Customize the details of your report.
  4. In the report, click the Excel drop-down. Then, tick Create New Worksheet.
  5. Click Export.

 

An Excel spreadsheet will open you can highlight the customer's name column and Filter. For more information about exporting, check out this guide: Export reports as Excel workbooks in QuickBooks Desktop. You may also refer to this article for details on personalizing your reports: Customize reports in QuickBooks Desktop.

 

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

 

 

Don't hesitate to leave a comment below if there's anything else I can help you with running commission reports in QBDT. I'm always around to ensure your success. Have a great day ahead!

G
GoldsaulAuthor
January 28, 2024

Thank you for your prompt response. The collections report extracts data for a much longer period of time. I am looking to only extract the days to pay for on particular month. I realize the I can possibly extract the data i am looking for on the excel but this becomes a bit tedious. 

What i am trying to accomplish to encourage the representatives to assist in our customers paying the invoice quicker and they will be rewarded based on the number of days the invoices are paid. 

E
Ethel_AQuickBooks Team
QuickBooks Team
January 28, 2024

Hello there, @Goldsaul.

 

I am aware of the advantages for businesses like yours to run a Collections report for a particular month. I want QuickBooks Desktop to have this feature as much as you do.

 

But this feature is not available in QuickBooks Desktop. However, I strongly urge you to share your thoughts with our software engineers. They carefully examine customer feedback, especially when determining how to improve QuickBooks.

 

Here's how:

  1. Go to the Help menu at the top.
  2. Select Send Feedback Online.
  3. Click Product Suggestion.
  4. Click on the drop-down for Type of Feedback and select Product Suggestion.
  5. Select the Product Area.
  6. Enter your thoughts and suggestions.
  7. Click Send Feedback.

 

To be updated with our latest news and updates, including product improvements, I encourage you to visit the What's New section on your QBDT account or open this link to view our product update blogs.


For future reference, if you want to print reports in QuickBooks Desktop, here are some resources you can read:

 

 

Don't hesitate to click the Reply button below if you have questions about running reports in QuickBooks Desktop. I'm always here to help. Have a great day.

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