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Adding a deduction

Adding a deduction

It is possible to make a deduction when you pay the broker's commission. It is called a Deduction and it can be done through the following steps:

Create the Invoice element

  1. Go to Administration > Setup > Invoicing elements > Items > create

     

  2. Fill in the different fields (especially those with red stars) - note that the "billing group" must be Deduction

     

  3. Click Save and Close once completed

 

If the deduction is not taxable, exempt the taxes by clicking on the pencil.

 

Add the deduction in the agent’s profile

  1. Go to Agents / Non-Agents > Agents, then select the agent to whom the deduction applies to

     

  2. In the agent's profile, go to the Deductions section and choose Add

     

  3. Choose the invoice element previously created for the deduction and fill in the other fields

     

  4. Once done, click Save and Close or Save and add a new one

 

You can set either a percentage of deduction (based on the broker's commission), or a fixed amount.

It is possible to add a supplier to pay the deduction rather than to the broker

 

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