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. Standard report where the system applies the same commission calculation for every salesperson.

   2. Commissions Report - Settings. Custom report where the system applies the custom commissions to specific salespersons according to the Commissions Report Exceptions setting.

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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Custom Commissions Report

You can create custom commission reports with specific exceptions for salespeople. This way you can set a different commission to a salesperson for specific categories. When you export a report with exceptions, the system will make individual calculations for the salespeople added to the list.

To set a commissions exception, do the following instructions:

1. Go to Setup and select Settings.

2. Click on Commissions Report Settings from the Reports group of settings.

3. Click on Add Exceptions.

4. Select the Salesperson.

5. Enter the Vendor or Category of the exception.

6. Set the commission rate in percentage.

7. Click Save.

When you want to export a commission report with these exceptions, go to the reports page as usual and select the “Commissions Report - Settings” option.

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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 Term Setting.

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