Have you already created a commission rule, added it to a school or partner and made a commissioned sale?

Congratulations! Now you can consult Bills and Receivables from commissioned sells in you Financial.

When you define a quote as Sold, the system makes the calculations generating automatically Bills and Receivables discouting the values defined by the commission rule.

IMPORTANT!
If you created a NET commission rule, it will generate Bills, but if this rule is GROSS, it will generate Bills and Receivables.

If you want to learn how to visualize your commissions, click here.

Bills

At the sidebar, click on Financial > Bills.

Here you'll have an overview of all your bills.

You can use the filters to refine your search by date, office, currency, school and partner.

The bills from commissioned sales will appear with the description "Commission from Quote #xxx for (School or Partner's Name)".

Observation: for sales with more than one installment, the bill will appear with the full value on the date of the last installment.

On the gear icon to the right you can edit the Due Date or define status as Paid.

Receivables

At the sidebar, click on Financial > Receivables

Here you have an overview of all you receivables.

You can use the filters to refine your search by date, office, currency, student, schoool and partner.

The receivables from commissioned sales will appear with the description "Commission from Quote #xxx for (School or Partner's Name)".

Observation: for sales with more than one installment, the receivable will appear with the full value on the date of the last installment.

On the gear icon to the right, you can edit the Due Date or define status as Paid.


Reports

It is also possible to consult Bills and Receivables in the Reports relative to each one.

This options is for checking your finances because the filters are limited and there is no edition.

You can access then at the sidebar clicking on Reports.

Then click on Receivable or Bills depending on which one you want to access.

Well Done! Now you can access your bills from commissioned sales in your financial and improve your control.

If you have any doubt, call us on chat! 

Good Sales! (:

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