Overview

Based on the invoice due date and the customer payment terms, the system will calculate the commission basis for each of the Account Managers.

In order to generate the commissions report please do as follows:

• Go to Reports > Salesperson Reports.

• Filter by date, salesperson, and/or customer. Leaving the customer field blank will download the report for all customers.

• Click on Commissions Report

Here is how the report will look:

Important Information

• Invoice date: the date the invoice was created.
• Payment date: the date the invoice was paid or partially paid.
• Invoice due date: due date based on the customers customer's payment term.
• Payment amount: the amount that was paid or partially paid on the invoice.
• Total invoice amount: the invoice amount due (taxes and additional charges included).
• Invoice flower amount: the invoice amount without taxes and additional charges.
• Invoice credits: credits applied to the invoice (taxes and additional charges are not included)
• Discounts: order discounts.
• Commission basis: amount Balanced paid before the due date (taxes and additional charges are not included).
• No comm: amount paid Balanced paid after the due date (taxes and additional charges are not included).

It is 's important to note know that the invoice due date depends on the customer payment terms, for example:

Customer: Fresh Flowers Wholesale
Payment Terms: Net 30
Invoice date: 5/6/14
Invoice due date: 6/30/14 (current month plus 30 days)

In addition to this, 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