Darwin Cloud

How to Add a Referral Fee on a Closed Deal?

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This article will show how darwin Cloud users can add a referral fee on a closed deal without unposting the property.

To make the adjustments on the agent side:

  1. Go to Bills
  2. Click Enter bills
  3. Click search
  4. Enter the company using the dropdown list
  5. Enter the property using the search button
  6. Click search
  1. Choose any of the commission-type vouchers to link to this property and click duplicate
  2. Click yes
  1. Enter the vendor using the search button
  2. Enter the Office
  3. Enter the account to use
  4. Enter a description
  5. Enter the amount (negative)
  6. Change the flag1099 to This Vendor - receiving this check
  7. Enter the date
  8. Click post

Next step is to create an invoice for the agent:

  1. Click new
  2. Select the company from the dropdown list
  3. Enter the vendor using the search button
  4. Select the voucher type
  5. Enter the order date
  6. Click start new
  1. To start, click click here to add new row
  1. Enter the Office
  2. Enter the account to use
  3. Enter a description
  4. Enter the amount (positive)
  5. Enter the property address
  6. Change the flag1099 to No one needs a 1099 of this amount
  7. Enter the date
  8. Click post
  1. Click invoice now
  2. Click yes

To make the adjustments on the referral side:

  1. Click new
  2. Select the company
  3. Enter the vendor (Referral Company)
  4. Select the voucher type
  5. Enter the order date
  6. Click start new
  1. To start, click click here to add new row
  1. Enter the Office
  2. Enter the account that you will use
  3. Enter a description
  4. Enter the amount
  5. Enter the property address
  6. Enter the date
  7. Click post
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