Back to Course
Commission Reporting in Zoho Analytics (for both Zoho Books and Zoho CRM!)
0% Complete
0/0 Steps
-
Think About Your Commission Structure4 Topics
-
Build Your First Commission Report3 Topics
-
What If My Commissions Structure Is More Complex?8 Topics
-
Planning Out Our Commissions Use Case
-
Our First SQL Query, Calculating the Commissionable %
-
Understanding the Invoice and Customer Payments Data
-
Calculate Commissions Awarded for Payments
-
Understanding Credit Note Refunds and How They Play into Our Report
-
Calculate Your "Negative" Commissions Using Refunds
-
Consolidate Code and Finish Your SQL Query
-
Commissions Review
-
Planning Out Our Commissions Use Case
Lesson 3, Topic 5
In Progress
Understanding Credit Note Refunds and How They Play into Our Report
Lesson Progress
0% Complete
Credit Note Refunds are related to Invoices. So, by using the same table that gives us a percent of the Invoice that is commissionable, we can get the percent of the Invoice, leading to the allocable commission that should be “returned” or a negative commission in the calculation.