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Defining Referral Fee Product Code

If you want to collect fees for referrals, create a sales product for this professional referral fee (Referrals Fee Product, Product Code) so that you can process referral transactions and invoices as you would any other order.

For each referral, iMIS makes a provision for this optional referrals fee. To activate this feature, set up a product for the referral fee in the AR/Cash module and then enter the product in the Referral Fee Product field on the Referral Advanced Setup window. You can specify a default amount for the product, or manually supply the amount on the Manage referrals window. You can change the amount anytime until the referral is invoiced.

AR/Cash Set up products window

From AR/Cash, select Set up products

Product Type

Use this field to enter a system-maintained code that lets the AR/Cash module manage the relationships between the files and modules. Use SALES for sales item.

Code

Assign a primary abbreviation, which will be the identifying code for this sales item type. Use a custom code and remember it for future use. For example, REFFERAL_FEE.

Title

Enter a descriptive title for the sales item. When this item is referenced on most related data entry screens, this title displays next to or in place of the product code.

Description

(Optional) Enter a longer, descriptive explanation for the sales item. This description displays only in this window, for later reference.

Standard Price

Regular Enter any default fee that you want to apply automatically when you generate a bill or enter a cash receipt for this item when no other amounts apply. As you process cash receipts, you can override this default fee on a case-by-case basis.

Non-Member If you need to vary the fees for this item according to Member, Non-Member, or Member Type designations, specify these designations in the Member Types table.

G/L Acct

(Required for iMIS Financial Interface users) Identify the general ledger income account you want to credit for income relating to this item.

In This Section

To create the Referral fee code

See Also

Referrals System Setup

Overview

Setting Basic Options

Defining Referral Subscription Product Code

Enabling Zip Code Search

Verifying Zip/Area Search Feature

Setting Advanced Options


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