Categorize Invoices for Trainers to make payroll easy
If we could have a sorting/ filter method under the invoices section. This way we can see what trainer sold what invoice. The invoices are already linked to the client who is in the trainers account, so I think I way to filter it out by each trainer would not be to hard? Making it much easier to pay and invoice trainers.
Stephen Balda commented
Yes! When you bring on other coaches or trainers to work with you (under you) could there possibly be a way to have them set up their own banking system, so that whatever clients they bring on, or clients that I give to them, can pay them directly instead of the funds coming to me and then having to figure out which coaches get what. Also, could there be a method to take a certain percentage from their sales? Something small like 3% to 5%. This will give an incentive to the head coach to upscale his business by hiring more coaches under him if he can take s small % of profit from his trainers since they are using his programs, system, and structure.
Please create a feature that allows us to see the payments received according to trainer. For those of us with multiple trainers on the team, it becomes a very tedious task to figure out who is owed what when payroll comes around. A simple filter by trainer feature on the invoices, sales, and/or transactions tabs would make life so much easier!
Ben Petersen commented
YES PLEASE THIS NEEDS WAY MORE VOTES