The Pay a Referral Fee view can be sorted and filtered to view current Referral Fees and their status. The view also allows for quick changes to currency and fee amount as well as ability to select the fee for payment. A second tab confirms payment and payment date. Once a fee is confirmed paid the entry is removed from the grid view in both tabs.
View and Edit Referral Fees
Open the Referral Fee view from the main menu Opportunities > Referral Fee Payments
- Select currency if you wish to change.
- Enter fee or amend the referral fee.
- Tick [Select] to mark for payment.
- Click [Save] to save changes.
Pay Referral Fees
- To make payment or payments select the Payments(s) Made tab.
- Select Referral Fees to be paid or select all.
- Modify payment date if required.
- Click [Save Changes] to save date change and confirm payment which will remove the record from the grid view.
- Confirmation window - click Yes/No.
- Click [Export] to export the transactions as a list in Excel. OK to complete the transaction.
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