Invoice ➔ To be processed ➔ Sales commissions
Upon invoicing the customers, you can process the payment of sales commissions to sales employees. In this screen, you can obtain a list of invoices and propose the sales commissions to be paid to the invoices based on the sales commission method selected at Commission method in Order settings or Invoice settings. The payment will be paid to sales employees once the corresponding invoices are processed or only when the invoices are paid by debtors, depending on the selection at Process commission method in Order settings or Invoice settings.
The information in this document is applicable to product update 421 and higher. If you have versions lower than this, certain features explained here will not be applicable.
You can filter the invoices that you want to list by defining one or more of the following criteria and clicking Display. The invoices that match the defined criteria are then listed. A list of options will be displayed if you click at Sales employee and Debtor. From the list, make your selection and click Select.
Type or select an invoice date or a range of invoice dates to list the invoices with the invoice date(s). Select the All check box to list invoices with any invoice dates.
Type or select a sales employee or a range of sales employees to list the invoices linked to the selected sales employee(s). Select the All check box to list the invoices linked to any sales employee.
Select the Fully paid, Partially paid, and/or Not paid check boxes to include the fully paid, partially paid, and yet to be paid invoices. By default, all the check boxes are selected.
Note: This section is available only if you select By cash receipts at Process commission method in Order settings or Invoice settings.
Type or select a debtor or a range of order debtors to filter the list of invoices by the selected debtor(s). Select the All check box if you do not want to filter the invoices by debtors.
Type or select a transaction date to filter the list by this transaction date. A transaction date is the date used for registering payment transactions. By default, the current date is displayed.
Click this to generate the proposal for sales commissions based on the defined criteria. From the proposal, you can select and process the relevant proposal lines. For more information, see Processing sales commissions.
Click this to exit.