What we are owed and what is missing
Two screens for money that has not reached you yet: commission that is late, and commission that never showed up at all.
How do I find commission that is late or never paid?
- What we are owed groups every unpaid commission by how long it has waited. Over 90 days turns red.
- Click a manufacturer to see only their invoices. Waiting longest lists the ones to raise on the next call.
- What is missing looks for things that stopped: a skipped statement, a customer who went quiet, a shipment never invoiced. Each line says why.
- Already know the reason? Press I know about this one and write it down. Bring it back later if it still matters.
Good to know
- On hold means a check came in short, so you know exactly what is still missing.
Where to find it
- Commissions › What we are owed — try it in the demo (opens in a new tab)
- Commissions › What is missing — try it in the demo (opens in a new tab)
Read the video transcript
Two screens keep an eye on money that has not reached us yet. First: what we are owed. Every unpaid commission, grouped by how long it has been waiting. Anything over 90 days turns red.
That is the money worth a phone call. Below, the same money split by manufacturer, with how fast each one usually pays. The On hold badge means a check came in short, so we know exactly what is still missing. Click a manufacturer to see only their invoices.
Let's look at Bremer. Now every number is Bremer's alone: $2,655 of it is more than 90 days old. Waiting longest lists the invoices to ask them about, oldest first. Only invoices with money still owed are listed.
Returns and credits are left out — there is nothing to chase there. This Quad Cities invoice has waited almost eight months. That is the one to raise on the next call with Bremer. Late money is one problem.
Money that never shows up at all is harder to notice. This screen looks for things that stopped: a skipped statement, a customer who went quiet, a shipment never invoiced. Each line says why we think so and what usually helps, biggest amounts first. Cedar Rapids Industrial used to buy from Bremer most months, and stopped in June.
We already know why: they paused safety orders during a plant move. Press I know about this one. Write down why, in a few words. In three months, this line is the only explanation.
It moves off the list, into Ones you put away, with your reason and your name. If they still have not ordered by December, press Bring it back and it goes on the list again.