We are a firm, we offer 20% Credit on every Invoice to the person who brought in the client. Is there any option where this 20% commission can be alloted to the relevant person automatically? Like we tag the person when we define a customer, and whenever we prepare Invoice of that Customer, a 20% of Invoice amount directly goes to payable account of that person.
No, there is no way to do this in Manager
@TLA_Advisors welcome to forum.
@Joe91 is absolutely right. You can do is
Tag the referrer on the customer or invoice:
Add a Customer-level custom field (e.g., “Referrer”) and set a default for each customer. You can also add the same custom field on Sales Invoices and expose it as a column. Then use the report “Sales Invoice Totals by Custom Field” to total invoices by referrer for commission calculations. Automation of postings is not available.