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Compute Sales Rep Commissions on current customer payments

Calculating Sales Rep commission's on customer payments not on total sales would require a report that displays the Sales Rep name and payments.

The Sales by Rep report only shows totals of the Invoices and Sales Receipts and does not show when or if the Invoices were paid.

Detailed instructions

Open the Sales by Rep report and Modify it so that it displays in Cash basis.

  1. Go to the Reports menu.
  2. Choose Sales and select Sales by Rep (Summary or Detail). 
  3. Click the Modify Report (Options for QB for Mac)button in the upper left and choose Cash from the Report Basis section.
  4. Click OK to close the Modify Report window.
  5. The report now has added the Paid Amount column. This amount is the amount of the payment to each invoice.
  6. The Date column displays the payment date so you can filter the report on the payments received during a selected period of time.


KB ID# HOW13372
10/26/2016 6:12:20 AM
PPRDQSSWS403 9138 Pro 2017 534ce9