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A supplier referral fee account nominal code needs to be set-up in order to use this feature - contact Reapit Support to enable

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1. Add default referral fee on company/supplier

A default fee can be applied to a company/supplier record

From the company/supplier record:

  • In the Payments and Terms panel, enter the Referral Fee

  • Click Save

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Tip

If a default fee

is not added to a company/supplier record, a fee can still be added on the supplier invoice

2. Raise works order invoice

When raising a works order invoice a Referral Fee field is available

When a default fee has been added to a supplier record:

  • The default feeis automatically pulled through to the Referral Fee field in the invoice
    This can be changed, see next step

When a default fee is not available for the selected supplier:

  • Enter the Referral Fee

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3. Edit referral fee

If you need to change the default referral fee

  • Overwrite the default fee with the new one

    When clicking into another field, the figure is highlighted in red

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