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.

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