Verifying that payments are made, and amounts
are correct
Generates a book of business showing value of
all future contracts
Go to 'Settings' > 'Future Commission Rules' and click on 'Add New Rule' and create your rule.
Attach the rule to the contract source opportunity. This generates a
future commissions ledger which contains all the expected commissions to be
paid in future.
Import payments or commissions making sure you link the imported record
to the contract source opportunity. These will reconcile and produce a
report that identifies 'Matched', 'Matched with Errors' or 'Payment Missing'.
Finally, you have the future commissions report where you can see the 'Book of Business' or values of all the future commissions you should
receive.