Charging Back Commissions

Use the Commission Charge Back screen, along with the Commissions Report screen, to calculate refunds ("charge backs") from salespeople for commissions they were already paid.

Some companies pay commissions based on orders that have been invoiced, even though the invoices are not actually paid. If the invoices remain unpaid, the company usually needs to charge back the paid commissions to get reimbursed by the salespeople. While running the Commissions Report, you can use its Charge Back hot key to specify charge backs. You can also specify the charge back percentage.

Charge backs are only valid with the Commission Report's Invoiced/Paid field set to report on Invoiced orders. Paid invoices are not subject to charge backs.

To charge back sales commissions:

1. From the Orders > Reports > Commission Reports menu, select Commissions Report. Alternatively, from the Other > Reprts > End of Month Reports > Salesperson & Writer Reports menu, select Commissions.

2. In the Branch field on the Commissions Report screen, press F10 and specify the branches and territories to charge back, or select all. Once you specify this, the screen's Charge Back hot key is active.

3. Use the Charge Back hot key, which opens the Commission Charge Backs screen.

4. In the Start Date and End Date fields, press F10 and specify the desired calendar date range for the charge backs. You can also specify dates using variable dating.

5. In the Charge Back Percent field, specify the percentage of paid commissions to charge back. The default is 100.00 percent.

6. In the Apply Charge Back to field, specify if you want to apply the charge back to the Invoice Amount or the Remaining Balance.

7. If desired, use hot keys to save or recall screen settings.

8. Press Esc to return to the Commissions Report screen.

9. Complete the Commissions Report screen, and then run the report. The charge back amounts are included on the report.

10. Use hot keys, as needed.

See Also:

Editing Commission Percentages