You can exclude invoices from payroll calculations. For example, if you create an adjustment invoice for a refund on a completed job, you can exclude it from the bonus pay calculations for the technicians who worked the job.
Who uses this feature
Administrators, office employees, managers, accountants, and bookkeepers
Applies to all business types
Applies to all trades
Exclude an invoice from commission-based pay calculations
To exclude an invoice from payroll calculations:
Go to the top tool bar and click Search
.Click the Search dropdown and select Invoice.
Use the filters to search for the invoice you want to edit, then click Search
.
Click the invoice number for the invoice you want to exclude.
On the invoice record that opens, click Update invoice details.
Next to Payroll, select Exclude this invoice from bonus and commission calculations.
Click Save.
Note: Payroll adjustments will impact payroll regardless of invoice settings. The option Exclude this invoice from bonus and commission calculations only applies to the invoice, not the adjustment itself.