en

Knowledge

  1. Home
  2. Knowledge
  3. Sales Commission Program module for Perfex CRM

Calculate commission for employees

  • Last Created On Jun 12, 2023
  • 382
0 0
  1. Create a new program
  2. Go to Applicable staff menu under Commission module from the left sidebar and assign this program to employee

  3. Create an invoice and select the sales agent as on of the employees assigned to the program
  4. Create payment

    ==> Result: 
  5. Commission Receipt 
    Go to Commission receipt  menu under Commission module from the left sidebar and click New button. 

  6. Convert to expense

Views: 382

Recent Articles

  • Customizing Ticket Statuses in Customer...
    1
  • Convert to Invoice or Expense & Create I...
    20
  • Service Appointment in Field Service
    26
  • Work Orders in Field Service
    23
  • Estimates in Field Service
    24

Popular Articles

  • Warehouse
    2488
  • Item Settings
    2011
  • Plaid environment & Setup Your Bank Acco...
    1794
  • General Accounting Settings
    1689
  • Mapping Setup
    1580