This article will help you create an individual commission invoice which you can directly send it to your partner from the system.
We will first create a Gross claim invoice and then Net claimed invoice.
Gross Claim Invoice
Step 1 - Select the Invoice option from the Accounts module.
Step 2 - Click on the "Create Invoice" button at the top right corner of the invoice list page.
Step 3 - Select the "Commission Invoice" option from the dropdown.
Step 4 - Click on the Gross Claim Invoice radio button.
Step 5 - Select the client.
Step 6 - Select the client's application.
Step 7 - Click on Create Invoice.
Step 8 - Select an invoice due date.
Step 9 - Add the invoice description in the "Description field."
Step 10 - Add the total fee and the commission percentage in their respective fields.
Step 11 - Select the tax code.
Step 12 - Add in the discount amount if you have let any to the client.
Step 13 - If you have to add a note, you can add in the Notes field and also add attachments from the attachment field.
Step 14 - Select the Payment options.
Step 15 - Add in payment details.
Step 16 - Select a receiver in Income Sharing, it could be either a Sub agent or another branch that you would like to share the income with. Then put in the amount and Tax code
Step 17 - Now, save and send the invoice or, only save the invoice and send it later.
Net Claim Invoice
Step 1 - Select the Invoice option from the Accounts module.
Step 2 - Click on the "Create Invoice" button at the top right corner of the invoice list page.
Step 3 - Select the "Commission Invoice" option from the dropdown.
Step 4 - Click on the Net Claim Invoice radio button.
Step 5 - Select the client.
Step 6 - Select the client's application.
Step 7 - Click on Create Invoice.
Step 8 - Select an invoice due date.
Step 9 - Add the invoice description in the "Description field."
Step 10 - Add the total fee and the commission percentage in their respective fields.
Step 11 - Select the tax code.
Step 12 - Select the Payment options.
Step 13 - Add in the discount amount if you have let any to the client.
Step 14- If you have to add a note, you can add in the Notes field and also add attachments from the attachment field.
Step 15- Add in payment details.
Step 16 - Select a receiver in Income Sharing, it could be either a Sub agent or another branch that you would like to share the income with. Then put in the amount and Tax code
Step 17- Now, save and send the invoice or, only save the invoice and send it later.
We will first create a Gross claim invoice and then Net claimed invoice.
Gross Claim Invoice
Step 1 - Select the Invoice option from the Accounts module.
Step 2 - Click on the "Create Invoice" button at the top right corner of the invoice list page.
Step 3 - Select the "Commission Invoice" option from the dropdown.
Step 4 - Click on the Gross Claim Invoice radio button.
Step 5 - Select the client.
Step 6 - Select the client's application.
Step 7 - Click on Create Invoice.
Step 8 - Select an invoice due date.
Step 9 - Add the invoice description in the "Description field."
Step 10 - Add the total fee and the commission percentage in their respective fields.
Step 11 - Select the tax code.
Step 12 - Add in the discount amount if you have let any to the client.
Step 13 - If you have to add a note, you can add in the Notes field and also add attachments from the attachment field.
Step 14 - Select the Payment options.
Step 15 - Add in payment details.
Step 16 - Select a receiver in Income Sharing, it could be either a Sub agent or another branch that you would like to share the income with. Then put in the amount and Tax code
Step 17 - Now, save and send the invoice or, only save the invoice and send it later.
Net Claim Invoice
Step 1 - Select the Invoice option from the Accounts module.
Step 2 - Click on the "Create Invoice" button at the top right corner of the invoice list page.
Step 3 - Select the "Commission Invoice" option from the dropdown.
Step 4 - Click on the Net Claim Invoice radio button.
Step 5 - Select the client.
Step 6 - Select the client's application.
Step 7 - Click on Create Invoice.
Step 8 - Select an invoice due date.
Step 9 - Add the invoice description in the "Description field."
Step 10 - Add the total fee and the commission percentage in their respective fields.
Step 11 - Select the tax code.
Step 12 - Select the Payment options.
Step 13 - Add in the discount amount if you have let any to the client.
Step 14- If you have to add a note, you can add in the Notes field and also add attachments from the attachment field.
Step 15- Add in payment details.
Step 16 - Select a receiver in Income Sharing, it could be either a Sub agent or another branch that you would like to share the income with. Then put in the amount and Tax code
Step 17- Now, save and send the invoice or, only save the invoice and send it later.
Published on: 15 / 03 / 2019