The printing of the commission report will not update the commission status. There are a few reports in TRX that will update records, most notable the finance charges updating the customer account in certain setups when the customer account report is printed. This report does not do this so you are able to print the full report for viewing ease and then if needed make updates to the data and reprint. Also you can have the commission report figure commissions with shipping and/or tax depending on your preference.
AR > Commission > AR Sales Commission Report
- Starting/Ending Salesperson – the report can be calculated for a single salesperson or a range of salespeople.
- Commission Status:
- Earned – select a date range to see all commissions for invoices that were created.
- Due – Select a date range to see all invoices that were paid
*note – In order to see all “due” invoices you also have to have the “earned” box checked, it is a quirk in the report that says a commission cannot be due if it has not been earned.
- Paid – Select a date range for all paid commissions.
- Sub-total by sales person – Checking this box will cause the report to subtotal by Salesperson.
- Subtotal by Customer – Checking this box will cause the report to add subtotals for customers.
- Include shipping/Tax – Commission amounts are figured off of invoice total of line items, some customers prefer to have the tax and shipping figure in commissions. These check boxes allow you to decide.