Hi, i'm trying to get a report that calculates sales by rep that have been completely paid between two periods so i can manually calculate the commission. Help
Reports menu > Sales > Sales by Rep > modify > Select Cash basis
Hope this helps. If so please mark solved, if not please ask more questions. Thanks!
No, because that would ignore partially paid invoices
Hope this helps. If so please mark solved, if not please ask more questions. Thanks!
I GIVE COMMISSION TO THE SALES REP FOR INVOICES THAT ARE COMPLETELY PAID NOT PARTIALLY.
You can add the option for closed, if you like.
Play with the report & modify it to fit your needs.
Hope this helps. If so please mark solved, if not please ask more questions. Thanks!
I calcaulated the sales by rep manually so i could check if the report is correct. what i noticed is that all the invoices on the report are correct but total amount of the sales comes out less on the report. Do you have any idea why?
OK I FIGURED OUT WHY THE REPORT IS GIVING ME A DIFFERENT AMOUNT. THE REPORT IS GIVING ME THE PARTIAL PAYMENTS TO THE INVOICE FOR THAT REP. I NEED A REPORT THAT GIVES THE TOTAL SUM OF THE INVOICES THAT ARE COMPLETELY PAID, BETWEEN PERIODS FOR A REP. IS THAT POSSIBLE?
Run the report > clcik modify > click filter > Paid Status > Closed
Hope this helps. If so please mark solved, if not please ask more questions. Thanks!
I HAVE THE REPORT PAID STATUS >CLOSED BUT IT STILL GIVES ME THE PARTIAL PAYMENTS
You will have to play around with the filters to see if it will work better. Also, try chaning the report to accrual & see if that helps also.
Hope this helps. If so please mark solved, if not please ask more questions. Thanks!
I wonder if you could expand on this discussion? I have sales reps who earn commission on some items billed on an invoice and not on others on the same invoice. When we receive payments QB distributes partial pmts to each item, rendering the pmts to the reps items incorrect. If I pull the report for their sales commission items only the pro rata pmts give them only partial credit for their sales.
and is there a way to correct this - can I apply a pmt to an item on an invoice?
Sorry, you can not change how QuickBooks allocates payments on an invoice. It is not possible to allocate payment toa line item on an invoice.
Hope this helps. If so please mark solved, if not please ask more questions. Thanks!
