Review the Invoice-Wise Service Staff Report
How to Review the Invoice-Wise Service Staff Report in Muhasib ERP
Overview
This guide will help you analyze service-staff activity invoice by invoice and trace each assignment to its sale.
You get invoice-level staff attribution for operational or commission review.
Who can do this
You need access to Invoice-Wise Service Staff Report plus staff and sale visibility.
Before you start
Choose company, period, locations, staff, sale statuses, returns, and expected invoice count/value.
Before saving, check that the correct company is open and that you have permission to complete this task.
Where to find it
Back Office → Sales & Customers → Invoice-Wise Service Staff Report.
Review the Invoice-Wise Service Staff Report
Step 1: Set date/company/location/staff filters
Step 2: Generate the report
Step 3: Review invoice, customer, assigned staff, values, status, and commission/recovery fields
Review invoice, customer, assigned staff, values, status, and commission/recovery fields shown.
Step 4: Open representative invoices
Step 5: Confirm line-level versus document-level assignment
Step 6: Compare totals with staff summary and item reports
Check your work
Every sampled report row agrees with the source invoice assignment and amounts.
Take a moment to check your work before closing the window. This small check can save time later.
If something goes wrong
- Check whether one invoice can contain multiple staff assignments.
- Align return/cancelled invoice inclusion.
Related guides
- Review the Service Staff Item Commission Report
- Review the Item-Wise Service Staff Report
- Review the Service Staff Sales Summary Report