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FAQs about Invoices and Commissions

This article contains frequently asked questions we receive about invoices and commissions, as well as questions that have come up during training and past webinars.

Manual Commission Entry

Visit this page for FAQs about importing commissions: Posting Invoices & Commissions > FAQs.

Import Commission

Visit this page for FAQs about importing commissions: Importing Invoices and Commissions > FAQs.

Direct Orders

Help! None of the direct orders I create when importing commissions assign a salesperson.

Do you see several unexpected warnings, such as "Invoice has no salesperson to pay," when trying to import direct orders?

If all direct orders are missing the "Salesperson Assigned" and "Salesperson to Pay" values, please follow these steps:

  1. Click your username in the upper right corner of the web version of MarketTime (apps.markettime.com)
  2. Click Company Info
  3. Scroll to the Direct Order/Invoice Settings section.
  4. Select your preferred order code from the Order Code dropdown.
  5. Verify all other settings look correct.
  6. Click Save Direct Settings

Why do my imported direct orders have the wrong order code?

If you are importing direct orders and notice they have the wrong order code, please follow these steps:

  1. Click on your username in the upper right corner of the MarketTime web portal header
  2. Click Company Info
  3. Go to the section called Direct Order/Invoice Settings
  4. Verify that the correct Order Code is selected in the Order Code dropdown
  5. Click Save Direct Settings

If your direct orders continue to be imported with the wrong code after following the steps above, please contact support for assistance.

Is there a way to auto-populate a PO # when creating a direct?

Invoice numbers can be auto-populated when creating a new direct order, but the PO Number field must be manually entered. You can use a PO number or pattern that best suits your business.

To auto-create an invoice number, click the arrow icon button above the Inv # field:

If I add one direct order with multiple invoices, will the system add all the invoices to a total?

  • Manual Entry: If you manually enter multiple invoices for a single direct order, you will need to edit the Order Amt to the correct amount:
  • Import: If you import multiple invoices for a single direct order, the system will automatically calculate the order total from the sum of all invoice amounts:

Pay Salespeople Process

Is there a way to stop sending summaries to reps? We process our team summaries differently.

Yes! Sending summaries to reps is optional. Here's how to stop sending them to salespeople:

  1. On the Print/Email Summary step, enter your email address into the Email box, or coming soon, skip the step:
  2. On the Print/Email Comm Details step, click Download All or coming soon and skip the step:

Will I get an email confirmation that the commission statements have been sent?

If you email your sales reps their detailed commission statements, you'll see a green check mark by their name in the Print/Email Comm Detail step of the final Pay Salespeople process.

Reports & Statements

Help! Why am I seeing inaccurate numbers on salesperson commission summary statements?

We are aware of an issue on the Order Payments "Salesperson Commission Summary" report. This issue occurs when the report is generated while logged in as a sales agency admin user or salesperson (if the salesperson has permission to run commission reports). 

The amounts that do not match on the report include:

  • Net Pay this Period
  • Net YTD Commission

In the example below, the "Pay Period" is January 2025 (with a commission payment date of 1/31/2025), and the "Net Pay this Period" and "Net YTD Commission" amounts are different.

Why is this happening?

This is happening because the current "Net YTD Commission" amount includes all commission amounts for the "Calendar Year" (of 2025), instead of "Year to Date" (based on the commission payment date). For example, if there are two commissions:

  1. $25.00 for commission payment date of 1/31/2025
  2. $25.00 for commission payment date of 2/28/2025

The report will show the "Net YTD Commission" amount as $50.00 because the number is calculated as a sum of all commissions tied to commission checks for calendar year 2025 (including past, current, and future commission amounts).

What can I do about this?

  • For Sales Agency Admins
    • You can run the 4. Order Payments > 2. The Company Commission Summary (4.2 report) which, when grouped by Salesperson, is a consistently accurate report
      • Report Filters:
      • Result:
    • If you would like to prevent salespeople from running commission statements themselves (and seeing future commission amounts), you can disable access to commission reports for salespeople by:
      • Navigating to Billing & Payments
      • Locating the salesperson
      • Clicking the Default/Custom button
      • Clicking Disable Access for Reports & Analytics > Reports 4: Order Payments
      • Clicking Save
    • For Salespeople: Please be aware that if you are using the 4. Order Payments > 1. Salesperson Commission Statement reports, that the YTD amount may be higher than the "Net Pay this Period" amount

What is MarketTime doing to address this issue?

We are looking to start development soon to address this issue and ensure the salesperson commission reports report accurate "Year to Date accurately" (YTD) amounts based on the date the report is being generated.

Why don't my commission statements match?

When you generate summary and detailed commission statements, you might notice that the commission amounts do not match between the reports. This discrepancy is typically due to using different filters for each report. When different filters are applied, the reports will contain different data sets, resulting in varied amounts that do not match.

Here's an example if you run reports using the default filters:

Report Name 4. Order Payment > 2. Company Commission Summary 4. Order Payment > 8. Salesperson Commission Summary Statement
Default Filters
All MFRs Both Active
All Retailers All Active

Scenario:

  • There is a $2,000.00 order for an Inactive Manufacturer
  • This order has $100.00 of commission being paid to Salesperson "John Smith" 

The summary will contain the commission amounts for the inactive manufacturer order.

 

The summary will NOT contain the commission amounts for the inactive manufacturer order.

 
What will the report show? $100.00 is due to John Smith. $0.00 is due to John Smith.
Example

If you update the filters to this, then the amounts in the reports will match:

Report Name 4. Order Payment > 2. Company Commission Summary 4. Order Payment > 8. Salesperson Commission Summary Statement
Update the Filters to:
All MFRs Both Both
All Retailers All All

Scenario:

  • There is a $2,000.00 order for an Inactive Manufacturer
  • This order has $100.00 of commission being paid to Salesperson "John Smith" 

The summary will contain the commission amounts for the inactive manufacturer order.
What will the report show? $100.00 is due to John Smith.
Example

 

Is there a place to review commissions by order type? Some orders get paid differently depending on who takes them, so we need to be able to review them individually.

Yes! The commissions export provides the most detailed view of orders by order code (type) and order writer with information including:

  1. Manufacturer Name
  2. Bill To Customer (ID, Name, City, State, Zip Code, Country)
  3. Order Ship To Customer (Name, City, State, Code, Country)
  4. PO No.
  5. Sales Agency Status
  6. Manufacturer Status
  7. Order (Code, Date, Total)
  8. Order Payment Type
  9. Invoice (No., Date, Amt)
  10. Comm (%, Amt)
  11. House Comm (%, Amt)
  12. SP to Pay (ID, Name, Comm %, Comm Amt)
  13. SP to Pay 1 (ID, Name, Comm %, Comm Amt)
  14. SP to Pay 2 (ID, Name, Comm %, Comm Amt)
  15. Check No.
  16. Salesperson Order Writer ID
  17. Order Writer Name

How do I export this report?

To access this export, follow these steps:

  1. Navigate to Order Payments > Commissions
  2. Click Advanced next to the main search box on the page
  3. Set a Commission Date Range (e.g., 07/01/2024 - 07/31/2024)
  4. Click Search
  5. Click Export

Help! My 4.3 "Salesperson Commission Statement" report keeps timing out.

When you cannot generate the Reports & Analytics > Reports & Statements > 4. Order Payments > 3. Salesperson Commission Statement in your account (due to large datasets), please follow these alternative steps to export detailed commission information: How do I export this report?

Help! My 4.8 "Salesperson Commission Summary Statement" report keeps timing out.

When you cannot generate the Reports & Analytics > Reports & Statements > 4. Order Payments > 8. Salesperson Commission Summary Statement in your account (due to large datasets), please follow these steps:

  1. Change the Order Payment dropdown to report 2. Company Commission Summary
  2. Set the correct Commission Date Range that you want to include in the report
  3. Update the Grouping field to group by Salesperson
  4. Click Run Report
  5. The report will show you the commission summary amounts and amount due to rep grouped by salesperson

Other

When I export my invoices to an Excel file, can I export only the check I worked on that commission round?

Yes! If you would like to narrow down your list of invoices, you have a few options:

Filter by Check

  1. Select a Manufacturer
  2. Select the check you want to filter by
  3. Click Export

Filter by Commission Date Range

  1. Click Advanced
  2. Set your Commission Date Range
  3. Click Search
  4. Click Export

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