How do I Create Sales Rep Commission in Invoices App?

Updated on April 17, 2018 12:42AM by Admin

The sales commission is the system of compensating the sales representatives for the service rendered by them to their employer. With our Invoices app, you can view a sales commissions paid to a sales representative of your concern. Lets have a look at the following steps.

Steps to Create sales Commission Reports

  1. Log in and access Customers App from your universal navigation menu bar.
  2. Click on “Create” button from left navigation panel.
  3. Provide customer information like name, email, mobile number, fax etc.
  4. In sales rep field, click on "Search" icon to select a sales representative from employees or team
  5. You can also search for an employee by providing his name in the search box.
  6. Click on "Select" button and so it fetches the sales rep option in customer information page.
  7. Provide other information like address, social and descriptive information and click on “Create” button
  8. Now move on to Invoices app, and click on “Create Invoice” and select “Create New Invoice” from list.
  9. It shows a pop-up, where you select “Items” and click “continue”
  10. In “Create Invoice” page, select recently created customer (with a sales rep) by clicking search option.
  11. Add an existing item or Click on "+" button from "Products/Items Sold" section.
  12. Add an item and provide item name, price and most importantly, sales rep commission price and click on “Save” button.
  13. Click “save for later” to get done with your invoice.

How do I view Sales Rep Commission Reports from Invoices App?

  1. Click on “Reports” icon from Header bar.
  2. In general report section, select “Sales Comm.Report”
  3. Provide sales rep name and click on “View Report” button.
  4. It shows the list of all commission earned by the sales representative for selling the products/items.