Payment Commission Reports Overview

The commission table allows you to see a breakdown of the commission per employee based upon the payments from a client in the selected time frame.

Commission Tracking Setup

Click here for a tutorial on how to setup commission tracking

How to View the General Payment Commission Table

This commission table provides a summary of the commissions for all of the employees in the time frame.

1. Go to the Cloud Services component
2. Click on the EmployeeBoost tab
3. Click the Commission Table button under the Payment Commission Reports header

How to View the Detailed Payment Commission Table 

The detailed commission table provides a detailed list of commissions for a specific employee.

1. Go to the Cloud Services component
2. Click on the EmployeeBoost tab
3. Click the Detailed Commission Table button under the Payment Commission Reports header

How to Export Data To CSV

To export the data in the tables to a csv file do the following:

1. Select the desired timeframe
2. Click the Export Options menu option
3. Click the Export to CSV menu item

General Payment Commission Table Column Explanation

• Column Name: First Name, Last Name
• Explanation: First and Last name columns are the names of the employees. All employees are included in the table regardless of whether they are paid commission or not.
• Column Name: Commission Percentage
• Explanation:  The commission percentage is the commission rate as a percentage that was assigned to each employee
• Column Name: Total Payments Amount
• Explanation: This is the total payments that customers have made in the time frame. Please note that this amount does include the tax in it. 
• Column Name: Payment Commission
• Explanation: This is the commission based off of the total payments that customers have made on invoices that employees are associated with.

Detailed Payment Commission Table Column Explanation

• Column Name: First Name, Last Name
• Explanation: First and Last name columns are the names of the employees. All employees are included in the table regardless of whether they are paid commission or not.
• Column Name: Customer
• Explanation:  This is the customer name
• Column Name: Invoice Number
• Explanation:  This is the invoice number
• Column Name: Invoice Total Paid
• Explanation: This is the total invoice amount that has been paid on an invoice.
• Column Name: Invoice Balance
• Explanation: This is the outstanding balance due for an invoice
• Column Name: Commission Rate
• Explanation: The commission percentage is the commission rate as a percentage that was assigned to each employee
• Column Name:  Invoice Payments Amount
• Explanation:  This is the total number of payments in the time frame
• Column Name: Total Payments Commisison
• Explanation: This is the commission for the invoice based off of the total payments made in the time frame on the invoice.

At the bottom of the window are displayed the total amounts for each of the columns. This amount is included when exporting to CSV.