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:

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:

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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