Referral fee billing rules can be established for any Service Order Type utilized within the application. The most common are for Property Listing and Destination Buyer. Referral Fee Billing Rules are configured on the Billing tab.
To add a new Referral Fee Billing Rule, click on the
. This will open the Referral Fee Billing Rule Details screen.
Receivable Type: Service Fee or Referral Fee
Bill To: Will be Company for Service Fee and Vendor for Referral Fee
Employee System #: Enter the Employee System # that this fee should be associated with.
Assignment: Select the Assignment for the Employee that this fee should be associated with.
Billing Entity: This is only visible for Service Fee receivables. If the selected Assignment has a Billing Entity assigned, it is displayed here and will be used automatically unless the “Ignore Billing Entity” checkbox is marked.
Account: For Service Fee it will only show Accounts configured with a Service Fee Usage Type. For Referral Fee it will show the full list of Accounts to choose from.
Amount: Enter the Amount and Currency of the Fee. When Billing Entity is active the entry amount currency must be the same as the Billing Entity’s currency.
Entry Date: Defaults to today but can be modified.
Service Order: Displays the service order associated with a Referral Fee receivable.
Reference: Not required but can be specified.
When complete entering the data click Save to save and stay on the screen, Save & Close to save and close the screen or Close to abandon your entry.