Once an event booking has been reconciled (or not, depending on whether your company reconciles prior to claiming) you can follow these simple steps to send commission claims
- Click on claims & invoicing module
- Create New Claims
- Either leave reconciled bookings only selected or deselect this and click the arrow
- Select the required claim or all claims and click on claim selected
- Depending on the selection made, it will either close the box or your created claim will disappear from the list.
You then need to send the claim to the venue - PLEASE NOTE THIS DOES NOT AUTOMATICALLY SEND AFTER CREATING THE CLAIM.
- To send the claim or claims you will need to:
- Still within the claims & invoicing module
- Select reprint invoices / claims
- Select the date range for the claim (recommend doing this weekly or when you reconcile)
- Then select email commission claims
- A new box will open with the claims available to email to the venues:
- Select the claims or all claims that you would like to send out and select email selected
- Alternatively, if you are only sending one claim & know it has been created, you can:
- Claims & Invoices module > Individual tab > choose claim (type reference number in here) > select reprint > and email > new box opens, click send