Paying a Sales Rep
Paying a sales rep means adding them to the payment queue from the work order, then adding their payment under Accounts Payable.
Verify the commission amount first — don't assume it's correct, especially if the job had changes or adjustments.
In the work order, go to Work Order Actions → Mark Salesman Ready for Payment to add them to the payment queue.
Go to the Payments tab on the work order to see the amount due, or go to Payments → Accounts Payable → Sales Rep → Add Payment.
Locate the salesperson and click Add Payment.
Select payment type: QuickBooks Payable if they're 1099, or your bank account if they're on payroll.
Attach any files if needed, then save.
Refresh the work order to confirm the sales rep shows as paid.
Note: Where is the Reported Adjustments report for sales reps? Click Payments, then Accounts Payable, then Sales Rep, then Reported Adjustments.
Paying Referral Bonuses
There are two options for paying referral bonuses: a one-off referral or recurring referral tracking.
One-off referral: Add an additional labor service → add a line item for the referral → select the contractor or referrer → this generates a payable.
Recurring referral tracking: On the customer's Customer Details tab, set the lead source to Referral and select (or add) the referrer — this tracks commission automatically over time.
Use the labor line-item method for one-off referral payments; use the customer-tab referral field if the person regularly refers business and you want commission tracked automatically.