The commission charge back window displays all chargeback transactions or changes to the unit after the sale that processed after commissions have been paid.
- Open the accounting module.
- Choose the Tools menu in the upper left of the screen.
- Select the Commission Charge Backs option. This will open the commission chargebacks window.
- Choose the company number from the dropdown in the upper left.
- Select the profit center from the dropdown.
- Click the Load Charge Backs button. This will load a list of charge backs.
- Enter a reference number at the top left.
- Enter the Salesperson Commission Payable GL account or click the ellipsis button to search for the GL account.
- Enter the Salesperson Commission Expense GL account or click the ellipsis button to search for the GL account.
- Choose the journal that you want the charge back(s) to apply against.
- Choose the desired transaction date.
- Enter the posting month and year.
- Optionally, you can enter any comments.
Viewing the table of commissions below, you will want to either charge or clear amounts.
- To clear an amount, click the Clear button to the right in the row of the amount.
- To charge the entire amount, click the Charge button to the right of that amount's row.
- To charge a different amount, you can type the amount into the Charge Back Amount column in the row.
- Click the Process button to create the accounting transactions.
- If you want to clear multiple entries at once, choose the Manually Clear button. This will open an All Charge Backs window with a list of the cleared chargebacks.
- Check the clear box for the row to mark the charge back as cleared.
- You can switch between viewing cleared and uncleared amounts using the buttons in the lower left of the window.