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How to Calculate Commissions Based Off of Invoices*
Invoice Commission Reports Overview
The commission table allows you to see a breakdown of the commission per employee based upon the invoices in the selected time frame. Please note that this report includes all invoices even if they have an outstanding balance due.
Commission Tracking Setup
Click here for a tutorial on how to setup commission tracking
How to View the General Invoice Commission Table
This commission table provides a summary of the commissions for all of the employees in the time frame.
- Click on the Cloud Services component
- Click the EmployeeBoost tab
- Click the Commission Table button under the Invoice Commission Reports header
How to View the Detailed Invoice Commission Table
The detailed commission table provides a detailed list of commissions for a specific employee.
- Click on the Cloud Services component
- Click the EmployeeBoost tab
- Click the Detailed Commission Table button under the Invoice Commission Reports header
How to Export Data To CSV
To export the data in the tables to a csv file do the following:
- Select the desired timeframe
- Click the Export Options menu option
- Click the Export to CSV menu item
General Invoice 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: Invoice Sub-Total
- Explanation: This is the total invoice amount for this employee. Please note that this is the total with taxes excluded.
- Column Name: Sub-Total Commission
- Explanation: This is the commission based off of the Total Invoice Pre-Tax Amount.
- Column Name: Invoice Total
- Explanation: This is the total invoice amount for each employee. Please note that this is the total with taxes included.
- Column Name: Total Commission
- Explanation: This is the commission based off of the Total Invoice Post-Tax Amount.
- Column Name: Total Payments Amount
- Explanation: This is the total payments that customers have made on the invoices for each employee. 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 Invoice 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: Invoice Number
- Explanation: This is the invoice number
- Column Name: Commission Percentage
- Explanation: The commission percentage is the commission rate as a percentage that was assigned to each employee
- Column Name: Total Invoice Pre-Tax Amount
- Explanation: This is the total invoice amount for this employee. Please note that this is the total with taxes excluded.
- Column Name: Per Tax Commission
- Explanation: This is the commission based off of the Total Invoice Pre-Tax Amount.
- Column Name: Total Invoice Post-Tax Amount
- Explanation: This is the total invoice amount for each employee. Please note that this is the total with taxes included.
- Column Name: Post Tax Commission
- Explanation: This is the commission based off of the Total Invoice Post-Tax Amount.
- Column Name: Total Payments Amount
- Explanation: This is the total payments that customers have made on the invoices for each employee. 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.
At the bottom of the window are displayed the total amounts for each of the columns. This amount is included when exporting to CSV.
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