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The commission's report is a PDF file that allows users to visualize each of the sales per customer executed by your sales team during a set time frame. |
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:
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Here is how the report will look:
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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 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
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If there's no information added in the Credit Period field and the End of the month is not enabled, the system will calculated the Invoice Due Date based on the payment term.
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The system will now separate the Flower price and the Fuel Surcharge information in the commission report when the FOB price is turned on for the customer. |