Overview
Creating a report in the Commissions Module allows you to pull the data based on the staff and services they've provided in which they now need to be paid. This report generates data based on the payment information that has been updated and once saved, will display all commissions as of that moment in time.
Setup
Prior to creating your first commission report, confirm that you have the proper Setup for Commissions.
Create the Report
- Go to the Commissions Module.
- Click Add.
- A new window will appear showing the staff and commissions information.
- A new window will appear showing the staff and commissions information.
- Click Save.
NOTE: You must click the save button before the system will allow you to print the report. Each report you create will only show commissions based off of payments posted since the last moment in time that you created a report.
Print the Report
- Locate the created report in the Commissions Module
- Double click to open.
- Check the box Use Client Num on Report.
- Click the printer icon in the lower left.
Important: You must print this report on the same day you intend to pay your staff.