Override default sales commissions

Override the calculated commissionable amount on a single invoice without changing your commission rates

Lesson #73
Payables – Override Sales Commission function

RB9 automatically calculates commissions for sales reps and resources with their own clients/assigned cases (Client Of). You can override the calculated commissionable amount on a single posted invoice without changing your commission rates and/or change the person receiving the commission.

RB9 calculates commissions by multiplying the commissionable amount by the sales rep or Client Of resource’s commission rate. The commissionable amount is calculated and stored for each invoice by adding all of the service items that are marked as “commissionable.” You determined whether a particular service item is commissionable or not when setting up RB9. However, you can override the calculated commissionable amount on any invoice using this function.

Find, view, update

You can look up posted invoices to update by invoice number or job number, a date or date range for the invoice or related job, a case, the assigned sales rep or Client Of resource, and/or the specific business unit(s) in your company.

Search results include all of the search categories plus invoice amount, balance, and commissionable amount; Bill To and Sold To clients; and date voided.

You can sort your results in the grid by one or more columns in ascending or descending order (but when you exit the function, RB will revert back to the default order). Export the list as an Excel spreadsheet or a CSV (comma-separated values) file to save, print, share, or use in other applications.

When you locate the invoice with a commissionable amount you want to override, you can view basic details about the invoice and related job, including a breakdown of the commissionable service items and the total commission for the Client Of resource and/or sales rep.

You can update the total amount for the Client of resource or the sales rep; or if the wrong resource appears in Client Of or Sales Rep, you can change or remove the resource. Export the results to save, print, share, or use in other applications.

NOTE: This is an RB9-only function. It is not included in RB Lite.

TL;DR: RB9 automatically calculates commissions for sales reps and resources with their own clients. You can correct commissions on individual invoices without changing your commission rates.

RB concepts in this lesson

Business Unit (BU): One of your company’s revenue centers or any entity in your business that you want to track separately.

Client Of: Resource that receives a commission for jobs their clients scheduled or that are part of a case the resource was designated as the Client Of resource. You can also give reporters right of first refusal on their clients/cases’ jobs by displaying unassigned jobs from their clients/cases in Resource-side online calendars in RB Connect.

Resource: Person or thing that provides your business with a service, such as reporters.

Service items: Regular charges that you bill to your clients are called service items in RB. Service items are listed on your invoices to provide itemized details for your clients and third-party payers.

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