The Referral Fee Payment view is found within the Opportunities module.
The Referral Fee Payment grid lists all of the possible accounts that may require a referral fee to be considered for payment. The grid includes the client account i.e. who has been referred, type of referral, the referred by (referrer) account, current status, fee currency, referral fee and a tick box to confirm if the referrers fee is to be paid.
More contact history details leading to a referral fee payment are quickly viewed directly form the grid view (the referred account history) or using the quick access buttons directly to open the Opportunity Summary view of the referred account
Complete Empire provides a few options for referral types, however as system administrators, you can change or add to these selections through System>Lookups.
Referral Fee view
- Select Opportunities>Referral Fee Payments to open the Referral Payments View.
- Search panel - opens on selection of the Referral View - enter search criteria to locate and display referrers records in the grid.
- To Be Paid tab - dependent on the search criteria lists in the grid view below the referrers Referral Fee payable.
- Payment(s) Made tab - dependent on the search criteria lists in the grid view below the referrers Referral Fee paid.
- Grid view in the work area of referrers accounts
- Referral Fee Quick Action button group
- Open or Close the Search panel using the Left/right arrow icon.
Quick Buttons
- [View Summary] - click to open the Opportunities Summary view of the referred account. Refer Exploring the Opportunity Summary view
- [Edit] - click to open the edit view for the referred account.
- [Refresh] - click to refresh the grid view after any changes.
Grid views
- The grid view headings are interactive and can be sorted in ascending or descending order by clicking once. The grid columns view can be changed by selecting the ellipsis (three vertical dots) and columns reordered by dragging the column heading. Column widths adjusted by clicking and dragging the vertical border.
- Currency - currency type can be edited directly in the grid view.
- Referral Fee - can be edited directly in the grid view.
- Select for Payment - click to notify that payment has been qualified or approved. This will add the referrer to the grid in the Payments(s) Made tab.
- Select one or all referrers payments for payment.
- Change date if necessary.
- [Save Changes] - save date change and confirm payment which will remove the record from the grid view.
- [Export] - export the Payment(s) Made as a Excel spreadsheet.
Referral Fee Detail view
- Click the arrow, double click the entry or the [Edit] button Quick Action button group to open the referred to review the accounts detail view.
- The accounts summary details for the account that was referred and a referral payment has been assigned.
- The account history view of the referred account. Quickly assess the status of the opportunity and ensure that the referrer is indeed due a payment.
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