Resolve missing project stage commission invoices

Summary 

Learn how to resolve issues with missing project stage commission invoices when the payment stage has passed, but the invoice option is not available.

This article covers:

• Why the invoice is missing
• How to resolve it
• Enable automatic invoice creation

Why the invoice is missing

The system only generates commission invoices when the trigger date is reached.

If the trigger date (e.g., Actual Unconditional Date) is entered after it has passed, the system won’t backdate and trigger the invoice automatically.

For example:

Imagine a property that went unconditional on Saturday the 18th, with the payment stage set to trigger on the Unconditional Date. However, the date wasn’t entered into the sale details until Monday the 20th. Because the system recognises the trigger date as the 18th, which had already passed by the time it was entered—the commission invoice was never created. 

How to resolve it

To fix the issue and create the missing invoice:

• Go to: Sales > Listings
• Click Sales Details > Commissions
• Temporarily update the stage date by entering today’s date into the appropriate stage date field

A system prompt will appear asking you to create a commission invoice.

• Click Create Commission Invoice

• Review the details and Click Save

• Restore the Correct Date
• Change the stage date back to the correct date
• Click Save

Enable automatic invoice creation

To avoid manually fixing missed commission invoices in the future, you can enable automatic invoice creation. This ensures that invoices are generated as soon as the project payment stage date is reached.

To enable automatic invoice creation:

• Go to: Settings > Accounting
• Click General
• Select the Office
• Tick Automatically create/update an invoice on reaching project payment stage actual date

• Click Save

What’s next?

Create a commission invoice.