Set a referral fee on a supplier for a works order invoice - configuration option

This guide has been reviewed against our global client base and classed as relevant to all regions

A referral fee can be added to a supplier invoice - a default fee can also be entered against a supplier

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

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

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 fee is 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

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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