Search results by user ID 2153

Re: Multiple commission fees & referrals

nando — Thu, 18 Feb 2010 15:02:52 GMT

i wouldnt do any extra items or classes or anything like that--

what u can do is under the "additional info" tab of the customer in the customer center you can define custom

fields for each commission type..

then you can add these fields to your sales order or invoice form and fill them out at time of sale w/ thier initials or whatever..

then when u get ready to pay them pull a cash basis sales report and filter by the commission type custom field---

memorize 3 different sales reports each filtered on the custom field u created in the customer record and the date set to "Last Month"

1. referral fee sales report

2. technision A work sales report

3. origination fee sales report

and run these reports when u get ready to pay out commisisions

this is one way to do it---

the way i actually do it since i only pay commissions to 1099 sales reps is I ask the sales reps to send me

a bill for the commission as soon as it is earned (which is when they bring me the customer payment check) and i enter that bill in quickbooks w/ payment terms due on 1st field filled out

and then i pay them as they come due using the pay bills window--

p.s.

this is all in quickbooks

scheduled reports

nando — Wed, 17 Feb 2010 03:47:41 GMT

can they be setup to be auto emailed out

Re: job name on estimate or invoice screens

nando — Sun, 14 Feb 2010 18:04:34 GMT

nevermind i figured it out by adding a linked field from the customer table

job name on estimate or invoice screens

nando — Sun, 14 Feb 2010 17:22:21 GMT

how can i change the screen to show only job name on the left side list not customer name+jobname?

i have many jobs per customer and would prefer to show list by only job name..

i could not find a job name only field in the estimate table.. can it be parsed out?

adding invoices/ recieving material

nando — Mon, 24 Nov 2008 16:00:41 GMT

i have recently downloaded and have started playing w/ method..

i have a question though on if the add invoices based on sales orders or estimates

is going to be implemented like the quickbooks ui and also the recieve materials against purchase orders?