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cash receipt journal at invoice level

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Posted on by Chow

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hello,

we are paying commission to sales person after an invoice is paid by customer

i am trying to use cash receipt journal for this purpose, but it doesn't give me the invoice level.

is it possible to have this at invoice level or is there a better report we can run for this?

would prefer to have a report showing both sales and cost at invoice level with sales person code

thanks !!

Cynthia Chow

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Dynamics 365 Business Central

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Holly Huffman 6,538 Super User 2025 Season 2 on at

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Good morning, afternoon, or evening :) depending on your location!

Sounds like you are looking for a way to track commissions at the invoice level while also including sales and cost details with the salesperson code. Here are a few potential thoughts:

Cash Receipt Journal Customization: The standard cash receipt journal in Business Central doesn't provide invoice-level details by default. However, you can customize it to include fields like invoice number, sales, cost, and salesperson code. This would require development work to modify the journal layout and data sources.

Customer Ledger Entries: You can use the "Customer Ledger Entries" page to view invoice-level details. By exporting this data and combining it with sales and cost information, you can create a report that meets your needs.

Power BI Integration: If you need a more dynamic solution, consider using Power BI to create a custom report. You can pull data from Business Central, including invoice-level details, sales, cost, and salesperson codes, and design a report tailored to your requirements.

Salesperson/Commission Report: Business Central has built-in reports like the "Salesperson/Commission Report" that might provide some of the required data. While it may not include all the details you need, it could be a starting point for customization.

Electronic Reporting (ER): Use the Electronic Reporting framework in Business Central to design a custom report. This tool allows you to map data sources and create templates without extensive coding.

Third-Party Add-Ons: Explore third-party solutions or ISV add-ons that specialize in commission tracking and reporting. These might offer more advanced features and save development time.

Hope this helps some!

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YUN ZHU 95,763 Super User 2025 Season 2 on at

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Hi, In Posted Sales Invoices or Customer Ledger Entries, you can add Salesperson Code, which allows you to see the sales amount at the invoice level.

This can also be added when using Apply Customer Entries

More details: Business Central 2023 wave 2 (BC23): Add existing table fields to optimize your pages (Adding Table Fields to Page without Page Extensions)

https://yzhums.com/43183/

Hope this helps.

Thanks.

ZHU

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Ramesh Kumar 7,529 Super User 2025 Season 2 on at

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As mentioned by Yun Zhu, I believe the Salesperson Code is available in the Posted Sales Invoice Header (112). However, if you're looking for the Salesperson on the Posted Sales Invoice Line (113), you'll need to customize the field and add it.

https://learn.microsoft.com/en-ca/dynamics365/business-central/ui-post-sales

Thanks

Ramesh

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Jainam M. Kothari 15,639 Super User 2025 Season 2 on at

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Hello,

The Salesperson code is Available in the Posted Sales Invoice Header.

Even in Customer Ledger Entry also, Sales person Code is there.

And you can define or Apply the Invoices which has the Salesperson Code in Cash Receipt Journal.

If you want to use the Salesperson Code in Sales Invoice Lines then you can use the "Dimensions" on Line Level for the same.

Hope this will help.

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Gerardo Rentería Ga... 25,390 Most Valuable Professional on at

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Hi, good day
I hope this can help you, and give you some hints.

Sales Commission by Cash Receipt for Dynamics 365 Business Central - Confessions of a Dynamics 365 Business Central Consultant

Salesperson Setup | NAV-X Docs

Best Regards
Gerardo

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Vahid Ghafarpour 12,202 Super User 2025 Season 2 on at

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If any of the responses helped resolve your issue, please take a moment to mark the best answer. This helps others in the community quickly find solutions to similar problems.

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Valentin Castravet 31,582 Super User 2025 Season 2 on at

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I don't believe there's anything in the system that provides invoice-level details. If you need that, you'll have to build a custom report using a tool like Power BI.

Valentin Castravet
Work: Zander ERP Services
Blog: Dynamics 365 Business Central Insights
LinkedIn: www.linkedin.com/in/valentin-c-0500a247/

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Suresh Kulla 50,247 Super User 2025 Season 2 on at

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You need to do customization or custom APP to record commission by invoice level or check the report Sales person Commissions which will list the commission.

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Khushbu Rajvi. 20,971 Super User 2025 Season 2 on at

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Yes, customization or a custom app/report is needed to track commissions at the invoice level based on cash receipt.

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