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AR > Commissions > Adjust CommissionsImage Removed

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  • Display – On screen you have four display options:

    • All – this option will show all commission entries in any status.

    • Earned – shows all commissions on orders that are earned; Trx considers any processed order that has been invoiced to be an earned commission.

    • Due – Shows all commissions that are considered to have a status due; an order that has had its invoiced payment received.

    • Paid – Any invoices that have had a commission payment already made on it

  • Sales Person/Document – You can query a specific salesperson or document by typing it into these boxes and pressing the enter key.

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  • Document Type – What type of document this is; Invoice or Debit/Credit Memo

  • Total commission – this field totals the commission it is a calculation field and cannot be directly changed, you will need to change the percentage or commission amount field to edit this.

  • Comm. Amount – this field is a changeable field that represents the total amount of commission on the document

  • CommPercent – changeable field that represent the percentage of the total commission.

  • Date earned – The Invoice Date is the date that the commission is earned and shows in this field.

  • Date Due – If AR has received and processed the payment for this invoice the date will populate in here.

  • Date Paid – If you have used the “Update commission” screen to mark this invoice as paid it will show as paid here and display the date that you updated the record.

  • Status -  the Status of the document in question