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trocky
December 17, 2023
Question

Reports

  • December 17, 2023
  • 1 reply
  • 0 views

I am having a hard time finding a report that includes a sales reps invoices with ALL payments. Since payments do not have a sales rep field, how do I get the total payment of the invoice, for a specific rep AND a specific month?

If I choose the month of November, for example, the payment report won't show all the payments because the initial payment was made in March. I want to have it show up in November because we give commission to the rep for the month we just closed. 

How can I get this to work correctly?

 

1 reply

R
Rea_M
December 17, 2023

We can pull up and customize the Transaction List by Customer report to get the data you need, trocky. I'll guide you on how to do this below.

 

QuickBooks Desktop (QBDT) offers various reports tailored to your business needs. In your situation, you can customize the Transaction List by Customer report to get the total payment of the invoice for a specific representative and month. Here's how:

 

  1. Run the Transaction List by Customer report from the Reports menu's Customers & Receivables section.
  2. On the report window, select Customize Report.
  3. In the Display tab, set the Report Date Range and display the Rep column in the Columns section.
  4. Go to the Filters tab.
  5. Choose the Transaction Type filter and select the Multiple Transaction Types option.
  6. Select Invoice and Payment, then click OK.
  7. Click OK to close the Modify Report window. 

 

Once you're done, you'll want to memorize the above-mentioned report to save the same settings for future use. 

 

Also, many companies pay commissions to sales reps based on Gross Profit rather than the gross of the sale. This enables them to maintain profitability on an item if it is deeply discounted. To create a report for this, you can check out this article: Customize customer, job, and sales reports in QuickBooks Desktop.

 

Please keep in touch whenever you have other reporting concerns or issues about managing sales reps' transactions in QBDT. I'll get back to you right away to assist you further.

T
trocky Author
December 18, 2023

Hello thanks for the information but I've ran that report as well. It's not giving me all the payments for an invoice no matter if its a payment, sales receipt or credit memo by sales rep. Again, the sales rep field does not show up in a payment transaction because the field is not available.

I
Irene R
December 18, 2023

Thanks for coming back and clarifying your concern with pulling up a report that includes a sales rep, @trocky. 

 

As long you have assigned a Sales Rep in your transactions it should appear on the reports you’ll pull up. You can add a Sales Rep to your transactions by following the steps below:

 

  1. Go to Customers at the top, then click Customer Center.
  2. Under the Transactions, select the Invoices.
  3. Locate the customer's name.
  4. On that page, go to the Formatting tab and then Customize Data Layout.
  5. In the window that appears, select the Header tab.
  6. Find REP on the list and select the Screen and Print boxes to add it.
  7. Hit OK once done.

 

Refer to this article for further information on personalizing your forms report and sales form in QBDT: Create and use custom fields in QuickBooks Desktop. 

 

On the other hand, if the Rep was added and showed in the transaction window, we can utilize the Verify and Rebuild data tool to get this fix. It identifies the most commonly known data issues within your company file while resolving them right away. 

 

For your future reference, check this article out that entails the details on customizing reports that you’ll generate in QBDT: Customize reports in QuickBooks Desktop. 

 

Let me know if you are still having difficulties with pulling up the specific report, you’re looking for in QBDT. I’ll be here to assist you at any time. 

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