Commissions report

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:

1. Go to Reports > Salesperson Reports.
2. Filter by date, salesperson, and/or customer. Leaving the customer field blank will download the report for all customers.
3. Click on Commissions Report.

Here is how the report will look:

How to read the report

• 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 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: Balanced paid before the due date (taxes and additional charges are not included).
• No comm: Balanced paid after the due date (taxes and additional charges are not included).

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