In calculating commission reports, the total invoices INCLUDE SHIPPING. How can I get a total without shipping? We don’t want to pay commissions on shipping charges on the invoice.
Thank you
If you’are using the Customer Sales reports, you’re right. Shipping Income is not a split transaction and it’s included as part of the total income. You will need to use some other reports (like Profit and Loss Details Report) to get sales income only to calculate sales rep commission.
Also, make sure you’ve using separate shipping account to track shipping income. See screenshot below for reference.
And then, you can run the P&L report for actual product/service income only. You will need to customize the report by filtering specific income account only. You can also filter at the customer level. See screenshot below.
If you’are using the Customer Sales reports, you’re right. Shipping Income is not a split transaction and it’s included as part of the total income. You will need to use some other reports (like Profit and Loss Details Report) to get sales income only to calculate sales rep commission.
Also, make sure you’ve using separate shipping account to track shipping income. See screenshot below for reference.
And then, you can run the P&L report for actual product/service income only. You will need to customize the report by filtering specific income account only. You can also filter at the customer level. See screenshot below.
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