{"id":160,"date":"2020-11-04T16:44:03","date_gmt":"2020-11-05T00:44:03","guid":{"rendered":"http:\/\/www.omtiblog.com\/reporterbase101\/?p=160"},"modified":"2026-04-14T09:30:46","modified_gmt":"2026-04-14T16:30:46","slug":"sales-commissions-report","status":"publish","type":"post","link":"https:\/\/www.omtiblog.com\/reporterbase101\/modules\/payables\/sales-commissions-report\/","title":{"rendered":"View sales commissions as a report"},"content":{"rendered":"<h6>Lesson #72<\/h6>\n<h5>Payables \u2013 Sales Commission Report function<\/h5>\n<p>In RB9, you can pay sales commissions to 2 groups of people:<\/p>\n<ul>\n<li>Sales representatives\/account executives (Sales Rep resources)<\/li>\n<li>Resources who bring their own clients to your business and should receive commissions on the revenue generated from their clients\u2019 jobs, or are assigned to receive commissions on jobs from specific cases (Client Of resources)<\/li>\n<\/ul>\n<p><strong>The Sales Commission Report lists all invoices that include a commission, grouped and subtotaled by Sales Rep or Client Of resource.<\/strong> A commission is automatically generated from invoices on jobs initiated by a Sales Rep\/Client Of resource\u2019s client.<\/p>\n<p>The default report list all invoices posted today that include sales rep commissions. It includes commissions on both originals and copies \u2014 and doesn\u2019t deduct resource expenses from commission calculations.<\/p>\n<h2>Customize report views<\/h2>\n<p>You can view reports:<\/p>\n<ul>\n<li>For different days or date ranges.<\/li>\n<li>By payment post date instead of invoice post date.<\/li>\n<li>For Client Of resources.<\/li>\n<li>For a single sales rep or Client Of resource.<\/li>\n<li>For originals only if you do not pay commissions on copy sales.<\/li>\n<li>For copy sales only.<\/li>\n<li>Excluding resource costs if you pay commissions based on RARE (Revenue After Resource Expenses) or NIBO (Net Income Before Overhead).<\/li>\n<li>For one or more of your company\u2019s business units.<\/li>\n<\/ul>\n<p>Depending on your search conditions, RB9 lists all of the relevant invoices as a report, grouped by Sales Rep\/Client Of resource, with each having their own page(s) and a grand total page of all commissionable amounts and commissions. The report\u2019s footer will display which Date Type and date range you used to generate the report.<\/p>\n<p>The report breaks out ordering firm and contact, invoice number and date, whether a commission is for an original transcript or copy, job number and date, commissionable amount, commission, case name, and Sold To firm. In addition to the report subtotaling commissionable amount and commissions by resource, each resource\u2019s total is further broken down into subtotals for ordering contacts and firms.<\/p>\n<p>You can search for a word or phrase in the onscreen report. RB9 will highlight all instances of your searched word\/phrase in the report and list them in a scroll box along with the page number where they occur.<\/p>\n<h2>Using the report<\/h2>\n<p>Besides looking up details about sales commissions, you can use the report to help you adjust commissions in the <a href=\"https:\/\/www.omtiblog.com\/reporterbase101\/modules\/payables\/override-default-sales-commissions\/\">Override Sales Commission<\/a> function, and in other ways:<\/p>\n<p>Voided invoices and invoices for which you have issued credit memos or debit memos are listed at the end of each person\u2019s commissions as adjustments so you can void, decrease, or increase the commissions if desired. (You also have the option when voiding or issuing a credit\/debit memo on an invoice to not alter the commission, then that invoice will not appear in the Adjustment list.)<\/p>\n<p>Export the report to save it, give to resources, edit in another application, or print.<\/p>\n<p><em>NOTE: This is an RB9 Standard-only function. It is not included in RB9 Lite.<\/em><\/p>\n<p><strong>TL;DR: View all invoices that include a commission grouped and subtotaled by Sales Rep or\u00a0Client Of resource. Invoices that may require an adjustment to the commission \u2014 such as voids \u2014 are listed separately for each person.<\/strong><\/p>\n<h4>RB9 concepts in this lesson<\/h4>\n<p><strong>Business Unit (BU):<\/strong>\u00a0One of your company\u2019s revenue centers or any\u00a0entity in your business that you want to track separately.<\/p>\n<p><strong>Client Of:<\/strong> 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.<\/p>\n<p><strong>Contact:<\/strong> Person who works for a firm you do business with.<\/p>\n<p><strong>Date Type:<\/strong> Depending on the function you are using, you can choose to see results for different date categories \u2014 such as the date an invoice or client payment was posted.<\/p>\n<p><strong>Firm:<\/strong> Business you provide services to, usually law firms.<\/p>\n<p><b>Ordering Contact:\u00a0<\/b>Contact at the firm that is\u00a0responsible for a job with your company.<\/p>\n<p><b>Ordering Firm:\u00a0<\/b>Firm that is\u00a0responsible for a job with your company.<\/p>\n<p><strong>Resource:<\/strong> Person or thing that provides your business with a service \u2014 such as reporters.<\/p>\n<p><strong>Sold To Firm:<\/strong> Usually the Ordering Firm on a job.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>View all invoices that include a commission, grouped and subtotaled by resource or sales rep (account executive) <a href=\"https:\/\/www.omtiblog.com\/reporterbase101\/modules\/payables\/sales-commissions-report\/\">&hellip;<\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[39,226,23],"tags":[250,228,24,3,199],"class_list":["post-160","post","type-post","status-publish","format-standard","hentry","category-function","category-lesson","category-payables","tag-email-second-round","tag-emailed-lesson","tag-payables","tag-rb9-standard","tag-sales-commission-report"],"_links":{"self":[{"href":"https:\/\/www.omtiblog.com\/reporterbase101\/wp-json\/wp\/v2\/posts\/160","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.omtiblog.com\/reporterbase101\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.omtiblog.com\/reporterbase101\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.omtiblog.com\/reporterbase101\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.omtiblog.com\/reporterbase101\/wp-json\/wp\/v2\/comments?post=160"}],"version-history":[{"count":0,"href":"https:\/\/www.omtiblog.com\/reporterbase101\/wp-json\/wp\/v2\/posts\/160\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.omtiblog.com\/reporterbase101\/wp-json\/wp\/v2\/media?parent=160"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.omtiblog.com\/reporterbase101\/wp-json\/wp\/v2\/categories?post=160"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.omtiblog.com\/reporterbase101\/wp-json\/wp\/v2\/tags?post=160"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}