Unpaid Commissions

If you would like to be able to send to your Principals a list of the invoices with unpaid commissions that are overdue, here's how:

I. Navigate to the Add/Edit Payment dialog.

On the New toolbar, click on the "Create Payment" icon
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II. In the Add/Edit Payment dialog, type in the name of your Principal in the blank field on the top left
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III. Click on the down arrow to select the number of days to go back for unpaid invoices
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IV. Select all unpaid invoices 
1. To make it easier to see the overdue invoices, click on the right-facing arrow in the "Invoice Date" column header and select "Sort -> Ascending".  

This will place the oldest invoices at the top of the table.
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If all of the invoices showing in the table are overdue commissions:
1. Place your cursor in the table, and on the keyboard, hold down the "Ctrl key" and click the "A" key
If only a few of the invoices showing in the table have overdue commissions: 
2. In the table, click on the first invoice to include, hold down the "Ctrl" key, then click on the other invoices you want to include.


V. Copy Selection or Print*
Once you have selected the unpaid invoices showing overdue commissions, you have two options on what to do with them:

1. If you want to save the results to a file, then attach the file to an e-mail to send to your Principal:

​a - Right-click on the highlighted invoices and select "Table ->Copy Selection"

b - Open a new file in Excel, place your cursor in the A1 cell, right-click and select "Paste"
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c - You will have to clean up the spreadsheet by adding the column headers and deleting blank columns in the Excel file
d - Save the file
e - Open a new E-mail and attach the file to send to your Principal


2. If you want to print* the results:
a - Right-click on the highlighted invoices and select Table → Print 

* If you choose the Print option, all of the unpaid invoices, whether overdue or not, will appear in the resulting printed page(s). 
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You can decide whether you want to highlight the unpaid invoices with overdue commissions or not before sending it to your Principal.
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