Table of Contents

▶️How to Process Sales & Commissions for Payroll

Matt Staff Updated by Matt Staff

1. Click on Sales & Commissions

In the main navigation menu, select the Accounting module and click on "Sales & Commissions".

2. Select Payment Dates

Click on "Manage Commission Payments" and specify the pay period by selecting "Payment Dates"

3. Update Salesperson Commission

Locate the salesperson to update commission, select "Manage" and click on "Edit". To download complete detail for all sales people, click on the spreadsheet icon.

4. Select Invoices

To exclude invoices, deselect the invoices from the commission details.

5. Commission Adjustment

To complete any adjustments, click on "New Adjustment" and specify either the order or the customer that the adjustment pertains to.

6. Enter the Amount to Pay

The "Available Reserve" reflects the accrued commission that has yet to be paid out. "Current Payable" reflects the commission earned in the current pay period which is selected to pay. "New Reserve" reflects the available reserve less the current amount to be paid.

Enter the amount to pay out in the "Current to be Paid" field. Then, click "Save".

7. Continue Process for All Salespeople

Click on the "Manage Commissions" tab and repeat the process for all sales people.

8. Process Commission Payments

Process commission payments in your payroll verifying the amount paid this period and the total amount for all commissions.

9. Click on Close Pay Period

Once everyone is updated, close pay period. Please note this is permanent and cannot be reversed.

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Commissions Profiles Explained

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