What This Report Does:
Displays employee commissions earned based on the date payment was taken. It can also be used to mark commissions as paid
Upon opening this report, you’ll have the option to filter your search results by the following:
- From / To Date – Set the desired date range to generate your report from
- Professional – Select a professional to base the report on. When left blank, it will return results for all professional users within your ServiceWorks account
- Job Status – Select one or multiple job statuses to base the generated results from. This section will need to be completed before the report can be run
When you are satisfied with your selection, click Run Report to continue
Once generated, you will be able to view the following information within the report:
- Job – Displays the job ticket number
- Job Type – Displays the job’s assigned type
- Payment Date – Displays the date and time on which the payment was taken
- Customer – Displays the customer name assigned to the ticket
- Ref# – Displays the reference number for the ticket
- Employee – Displays the name of the employee assigned to the ticket
- Commission – Displays the total amount of commission earned from the job. A total amount of commission earned for the duration of the date range can be seen at the bottom of the report
- Payment Disbursment Date – Displays the date on which the commission rate was paid to the employee assigned.
To mark a commission payment as paid, click the checkbox next to the job and then click the Mark As Paid button. All marked jobs will be highlighted in red to signify they’ve been paid.
Need More Assistance?
Contact us:
Use the chat bubble on our site here
Email: support@service.works
Phone: 636-220-4363 Ext #1
