Payables Commission Checks

Payables Commission Checks

You can generate checks to pay commissions for distributors by using Expenses -> Vendors -> Add Vendor, Income -> Sales Personnel -> Add Salesperson, Income -> Sales Personnel -> Manage TerritoriesTools -> Import -> Import Distributor Sales, and Expenses -> Reports -> Commission Checks.

  1. Create vendor accounts for each entity that you want to pay a commission using Expenses -> Vendors -> Add Vendor.
  2. Add salesperson records for each entity to be paid and link the salesperson to their vendor record with the Vendor Name box using Income -> Sales Personnel -> Add Salesperson. Set the Commission Rate and Commission Base for the salesperson.
  3. Create sales territories for each salesperson using Income -> Sales Personnel -> Manage Territories. Add zip/postal codes that are included for each territory.
  4. Import distributor sales data using Tools -> Import -> Import Distributor Sales. The Ship To Zip Code column in the CSV file will be matched against zip/postal codes in Sales Territories to link the sales to the salespeople.
  5. Generate checks for salespeople using Expenses -> Reports -> Commission Checks.

You can also view commissions that have been earned in the system without importing a distributor sales CSV file. 

Go to Income -> Reports -> Billing -> Commissions to view commissions that have been earned by salespeople from invoices in the system. 

Commissions can be calculated on invoices for salespeople using the following methods (see Admin -> Billing -> Company Options -> Defaults -> Default Commission Method):

  • By invoice total less shipping and taxes - The commission rate set for each sales person is used (Income -> Sales Personnel)
  • By inventory item - Set a commission rate for your inventory items in the Item Edit screen (Inventory -> Items)

You can also calculate commissions manually using info from Reports -> Billing -> Summary of Invoices and choosing Salesperson from the Order By drop-down. This will give you totals and profit per salesperson which can be used as the basis for your own commission calculations.