Manually Adjusting Commission Statements

Occasionally you may need to adjust the commissions paid to a sales rep for a given order. To ensure that this change is correctly accounted for, follow these steps:

  1. Navigate to Menu > Accounting > Comm Statements.
  2. Select the commission statement you wish to adjust and select Edit.
  3. Manually change the figure in the Paid column to reflect the actual amount to be paid as commission.
    For example, if the system has calculated a commission at 1,500.00, but the sales rep should only get 1,000.00, enter 1,000.00 in the Paid column in the line item for that order.
  4. Decide how the remaining balance (if any) should be resolved:
    • To pay the remaining balance at a later date — click Save.
      The remaining balance will appear the next time a commission statement is generated.
    • To resolve this balance and close out the commission — enter the remaining balance in the Adj field, then click Save.
      This will close out the commission when it is posted; no remaining balance will appear on the next commission statement.

When the commission statement is closed, the sales rep will be paid the amount in the Total Paid field. Only the amounts in the Paid column and Total Paid field impact the accounting system; in contrast, the amounts in the Adj column and Total Adjustments field have no accounting impact, but only affect the commission balance on the order.