- Create a Client Corporate profile for the Supplier Co-op (ie Royal Caribbean Co-op).
- Click here for instructions on creating a Client Profile.
- Create a Supplier profile for the Co-op (ie Royal Caribbean Co-op).
- Click here for instructions on creating a Supplier Profile.
- Be sure to enter a billing email address to the profile in order to email the Invoice for Commission and/or Supplier Statement.
- Create a Supplier Voucher for the amount of the co-op.
- Go to Payments on the main menu.
- Select the Add Payment dropdown and select Supplier.
- Paid By Agency > Paid to Supplier
- Select the Co-op Supplier from the drop down.
- Enter Payment date and the amount of the Co-op.
- Method = Other.
- Bank Account: Leave blank. Do not select a bank account.
- Select Save and Next.
- Creating a Voucher will create a Trip and Reservation.
- What you enter as the Voucher Name will be the Trip Name that you will search for later.
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- When you select Create Voucher and Save Payment, a prompted Journal Entry will appear.
- Select Add New row and credit the expense account (ie: marketing).
- Open Voucher Trip and link Client Supplier Co-op profile.
- Click on Reservations and click on the Supplier Voucher reservation.
- Click on Invoice for Commission. Email the invoice.
Supplier Payment:
- When the supplier pays the invoice, payment from Supplier to Agency and close the voucher.
You can view all outstanding vouchers for reference. The view is attached to this article and includes the following filters and columns.
Once you import the view, you can customize it to your needs.
- Export the view from this article. The view is at the bottom of the page.
- Import the view by going to Trips > Manage Views > Import Views.
- Find the view you exported and select Open. The view should be in your Downloads folder.