Summary: This training will guide you through the process needed to back date, or in other words, modify the date on an order and assign the subsequent commissionable/personal volume associated with that order to another commission period.
Log into WorldVu Dashboard
Click Sales > Orders to find the customer order if you do not have it. Then click on Sales > Invoices
Click Sales > Invoices if you have the customer order number
Modify Order Bonus Date
- Under “Order #” in the very first section find a field called “Bonus Date”
- Click on “Edit”
- Modify the “Bonus Date” for the order you have chosen then click “Save”
Warning: Do not modify the “Bonus Date” for commission periods that have already been finalized. Modifying an order “Bonus Date” into a finalized commission period will assign volume that will no longer count for commission bonuses.
We hope this helps. Check out our other training posts for additional assistance.
