Commissions & Sales reports can be found on the Reports → Commissions & Sales page. While the report will default to show reporting in your USD invoices, you can access a version of this report tailored to each currency you’ve invoiced for in TravelJoy.
Summary
There are 4 reporting level tabs:
- See your key metrics: Total Sales and Expected/Collected/Past Due Commissions
- Default Trip Summary section shows Year-To-Date numbers
- Other date range options and custom date ranges are available at the top right
- Under Monthly Reports, view the same data for previous months at a glance
| 💡 Team-wide reporting is available for those utilizing TravelJoy's team feature! Learn more here |
Details
- View and edit specific invoice items directly from this report
- View and edit commissions details directly from this report
- Sort by booking date, trip start date, commission expected/collected dates
- Filter by month, year, or any custom date range
- To edit any field, click the blue pencil icon, add your changes, and click Save
| 💡 NOTE: To effectively use this report, all trips must include a Booking Date |
Payments
- Track upcoming payments and review recent payments
- View and edit specific payments directly from this report
- Sort by payment status, due date, paid date, authorized date and more
- Filter by month, year, or any custom date range
- To edit any field, click the blue pencil icon, add your changes, and click Save
Trips
- View and track commissions and sales by trip name
- Filter by trip name, total sales, total commission, and average commission %
- Sort by trips booked or starting between specific dates
Clients
- View and track commissions and sales by specific clients
- Filter by client name, total sales, total commission, and average commission %
- Sort by booking date, trip start date, commission expected/collected dates, and past due commission
Suppliers
- View and track expected, collected, and past-due commissions by supplier
- Edit and combine suppliers by clicking the blue pencil icon to the left of the supplier name
- Sort by booking date, trip start date, and expected, collected, and past due commissions date
- Filter by month, year, or any custom date range
Changing the currency:
To view the report in another currency you have invoiced for in TravelJoy, use the filter in the top right corner of the report.
| 💡 Note: You will only see this dropdown option if you have a paid or authorized invoice with a non-USD currency in the past. |
This will update the report to show only the selected currency, and will apply to all of the tabs within the report.
Comments
5 comments
Is it possible to make the commission entered box only active for the Agency Admin to change? If a travel agent adjusts the commission collected amount, that could create an accounting nightmare.
Hi Ashley, thank you for your request! While it is not currently possible to set this restriction, I understand your perspective. I'll be sure to share your suggestion with the team for future consideration.
You would win over many travel agencies by incorporating this suggestion.
Yes I would also want this option.
When I change the currency and it shows "past Due" in something other than USD, when I click on the hyperlink to see the detail (which Commission it is that is past due) it doesn't show it. Please advise. Thank you!
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