Principal Commissions

Principal Commissions is a table of posted order transactions.

Search

This is a standard search on the left. It applies to the table of Principals.

The Search to the right applies to the table of invoices.

	Principal Table
	This is a list of the all principals. The table header is used to filter the standard search.

	Posted Orders
	All posted orders are shown on this table. It displays the transaction date, Invoice #, Current Balance (Balance), Initial Balance, AR # etc. The column header highlighted is used in the search criteria.

	Transaction Notes
	Use the Note and Financing button or double click the transaction to enter a note.

	Selected Invoice Details
	Additional details for the order include the post date, description of the transaction, product sold and amount due.

Status of Invoices

The status of all invoices for the selected Principal are shown in this section.

Task Bar

All of the menu items in this task bar relate to the tables shown to the left.

View Customer opens the customer record for viewing:

View Invoice opens the Order screen:

View Product Sale shows the product highlighted in the invoice table. Make sure you highlight the Invoice/Commission Charge and not an adjustment in table 5 or the form will not appear.

Notes & Financing allow the entry of a note to the highlighted invoice.

Create Adjustment opens a form to adjust the highlighted invoice.

A Debit/Credit Memo is created for the adjustment.

Print Adjustment prints a copy of the highlighted adjustment(s) to the invoice:

In this case, the invoice was adjusted by $10.00 so the printout shows the new balance due.

Open Credits shows all open credits available to be applied for your company.

Reverse Payment

Reverse Payments - Select a payment in the invoice detail table. The payment line (see yellow box below) must be selected otherwise an error will pop up.