One row per division per month. Type the amount received and the date, then Save to record the payment against that month.
Amount due from each rep is worked out from the PTR lines of their division's items. Balance is cumulative: everything due up to the selected month, less everything paid.
Open the HS PTR report in Excel, select all (Ctrl+A), copy, and paste below. Or upload the .xlsx directly. Each Ref no is stored once: an invoice already stored is replaced by the new version, and invoices stored for the file's date range that no longer appear in the file are removed. Re-importing overlapping ranges never double counts.
A division is a rep's set of items billed at one %. Set the % per month (it rolls forward until you change it). An item can carry its own % when the deal differs.
Filter by date range, manufacturer and division, then copy the sheet as an image and paste it into WhatsApp.
Each purchase is compared with earlier purchases of the same item on the net rate paid (billed rate less bill discount). When it is higher than before, the line is flagged: raise a CN, send the request to the distributor, and record when the credit note arrives.
Every PTR line that maps to a division, with the % applied and the amount due. Lines of items not yet in any division are listed under "Unassigned".
Log each amount collected from a rep. The dashboard subtracts these from the amount due.
Admin can do everything. Tick what Staff and View-only users are allowed to do; the server enforces these, not just the screen.