Creating Gross Commission Invoice

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Creating Gross Commission Invoice

How to create Gross Commission Inovice in OZIAgent?

Creating Gross Commission Invoice

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

A Gross Commission Invoice is made when the full amount is paid to the partners by the client, and the partners pay the commission amount to you.

Let’s go through the process step by step.

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 Gross Claim Invoice.

Creating Gross Commission Invoice

Creating Gross 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 Gross Claim Invoice.

Step 5: Select the client and application for which you are creating the Gross Claim Invoice.

Step 6: Click on Create Invoice.

Step 7: Select an invoice due date.

Step 8: Add the invoice description in the Description field.

Step 9: Add the total fee and commission percentage. The commission amount will be calculated automatically.

Step 10: Select the tax code.

Step 11: Add any discount amount given to the client.

Step 12: If necessary, add notes in the Notes field and attach any relevant files.

Step 13: Select the payment options.

Step 14: Add payment details if the invoice is marked as paid.

Step 15: Select a receiver in Income Sharing (Subagent or another branch) and input the amount and tax code.

Step 16: Save and send the invoice, or save it to send later.