Creating Net Commission Invoice

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Creating Net Commission Invoice

How to create Net Commission Invoice in OZIAgent?

Creating Net Commission Invoice

This tutorial guides you through the process of creating a Net Commission Invoice in the OZIAgent system, ensuring a simple and efficient invoicing procedure.

Net Claim Invoice is created when the full amount is paid to you, you keep the commission amount and send the remaining to your partner.

Let’s now go through the process of creating and managing net commission invoices.

Step 1: Select Accounts from the Side navigation bar and then select Invoices.

Step 2: Select Create Invoice on the top right corner.

Step 3: Select Commission Invoice from the dropdown.

Step 4: In the pop-up form, select Net Claim Invoice.

Step 5: Select the client and application for which you want to create the invoice.

Step 6: Fill in the necessary details regarding the net commission.

Step 7: Choose the invoice date and due date.

Step 8: Fill the description for the commission and add the total fee.

Step 9: The system will automatically calculate the commission amount based on the partner’s percentage. Note: The commission percentage can be set under the partner agreement section or manually added.

Creating Net Commission Invoice

Creating Net Commission Invoice

Step 1: Select Accounts from the Side navigation bar and then select Invoices.

Step 2: Select Create Invoice on the top right corner.

Step 3: Select Commission Invoice from the dropdown.

Step 4: In the pop-up form, select Net Claim Invoice.

Step 5: Select the client and application for which you want to create the invoice.

Step 6: Fill in the necessary details regarding the net commission.

Step 7: Choose the invoice date and due date.

Step 8: Fill the description for the commission and add the total fee.

Step 9: The system will automatically calculate the commission amount based on the partner’s percentage. Note: The commission percentage can be set under the partner agreement section or manually added.

Step 10: Select the tax code, and the system will calculate the tax amount and net amount. Note: Tax codes can be set from Account settings.

Step 11: If a discount is given to the client, fill in the details under the Discount Given to Client section.

Step 12: View the summary of the invoice on the right side.

Step 13: Select the payment option to be included in the invoice. Note: This is based on the payment details added in account settings.

Step 14: In the payment received section, mark the invoice as paid or enter a partial payment.

Step 15: Use the income-sharing section to allocate the commission amount to another branch or sub-agent.

Step 16: Once all details are added, click Save to finalize the invoice.