Advance Commissions for a Sales Document

Description

The Advance Commissions action, available in both the Sales orders and Sales invoices lists (and cards), lets you preview the expected commissions for the selected document, and advance part of those commissions to the salespeople assigned to the document.

Preview and Advance Commissions

When selected, the app will show you a list of all salespeople that are expected to get commissions from the document, as well as the expected amounts.

Here, you can specify the amount to advance by entering a percentage in the Advance % column, or a fixed amount in the Advance Amount column (when you enter a value in one of these fields, the other will be automatically calculated).

If you have already posted commission advances, the Previous Advances column will show this information, and the Total Advanced Amount will give you the total amount of the previously advanced amount and any extra amount that you want to advance.

Finally, the Advance Date and Max. Return Date let you specify the date on which the advances will be made effective, and the maximum date on which they have to be returned. When you confirm the dialog, the advances will be linked to the document, and the advance will have to be returned when the document is posted or collected, depending on when you pay commissions.