How to create a Commission Invoice?

This article will help you create an individual commission invoice which you can directly send 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 Attachments field.

Step 14 - Select the Payment options.

Step 15 - Add in payment details if the invoice is a paid invoice.

Step 16 - Select a receiver in Income Sharing, it could be either a Subagent 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 Subagent 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.