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Create a Commission Report

Based on the invoice due date and the customer payment terms, the system will calculate the commission basis for each account manager.

To generate a commission report, do the following instructions:

1. Go to Reports.

2. Click on Salesperson Reports.

3. Enter the date range and salesperson.

4. Optional: Enter a customer. If you leave this field blank, the report will include every customer on the report.

5. Select the type of commission report you want to export:

   1. Commissions Report - Standard.

   2. Commissions Report - Settings.

6. Enter the email address where the system will send the report.

You will receive the report via email shortly with a link to download it.

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How to read the report

• Invoice date. Invoice creation date.

• Payment date. Invoice payment date.

• Invoice due date. The due date. Based on the customer's payment terms.

• Payment amount. The total payment amount.

• Total invoice amount. The amount due. Includes taxes and additional charges.

• Invoice flower amount. The total invoice amount excluding taxes and additional charges.

• Invoice credits. Total credits applied to the invoice excluding taxes and additional charges

• Discounts. Discounts applied to the order.

• Commission basis. Balanced paid before the due date excluding taxes and additional charges.

• No comm: Balanced paid after the due date excluding taxes and additional charges.

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Commission Report Example

It's important to know that the invoice due date depends on the payment term of the customer, the credit period and the last day of the month settings (enabled while adding or editing payment terms), for example:

• Customer: Fresh Flowers Wholesale.
  Payment Terms: Net 30.
  Credit Period: 40
  Invoice date: 08/10/2020
  Commission report Invoice Due Date column should be: 09/19/2020

In addition, if an invoice is partially paid the system calculates the commission basis corresponding to the amount paid. Here is an example:

• Total invoice amount: $8,397.03
  Invoice flower amount: $7,146.00
  Payment amount: $2,000.00

Commission basis calculation

• 2,000.00 / 8,397.03 = 0.2381794515441769

• 7,146.00 * 0.2381794515441769 = 1702,030360734688
  Commission basis: $1,702.03

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Reports Based on Payment Terms

If there's no information added in the Credit Period field and the End of the month is not enabled, the system will calculate the  Invoice Due Date based on the payment termPayment Term Setting.

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