How to Mark a Salesman as Ready for Payment

In this article, you'll learn how to mark a salesperson as ready for payment and track these marked jobs in your commissions report.

Step 1: Navigate to Work Order actions.

Step 2: Select Mark salesman.

Step 3: Click on ready for payment.

This action ensures that when you view your commissions report, you'll see all jobs marked as ready for payment.

Step 4: Open your sales rep commissions report.

Here, you'll find all jobs marked as ready for payment within the date range you specify.

Step 5: Go to Accounts Payable.

Step 6: Click on Sales Rep.

Step 7: Choose add payment.

You'll notice that jobs marked as ready for payment populate here and are now eligible to receive payment.

And that's it! You've successfully marked a salesperson as ready for payment and tracked these jobs in your commissions report.