Partners
Who sends you work, what each referral became and what you owe each partner: a commission earned on every payment a referred customer makes, never on an invoice raised, taken back once on a refund, and settled on a statement.
Getting started
These are the steps in the order somebody would do them. The same list is in the tool: press F1, or the control reading "How this works" at the top of the window.
1. Press New partner and pick them from Keyway CRM
A partner is a company or a person already in Keyway CRM. Give them a referral code and say what they are paid: a rate on what the customer pays, or a fixed fee, for each kind of work.
2. Their referrals arrive by themselves
When a business in Keyway CRM names the partner as its source, its deals are the partner's referrals. A code on an Intake enquiry does the same. Anything else is recorded on the Referrals screen.
3. Commission is earned when the customer pays
Each payment Keyway Billing records against a referred invoice earns one line, under the terms that stood that day. A part payment earns its part; a refund takes its share back, once.
4. Settle it on a statement
Produce a statement of what is due, send it from your own mailbox, and pay it as a supplier bill in Keyway Stock and Procurement. Rates and statements are shown only to the people you give them to.
The screens, and what to do first on each
Each of these opens with nothing on it on a new install. What the tool says on that screen is what this section says, because it is the same sentence.
No partners yet
A partner is the company or person who sends you work, with a code and the terms they are paid on.
First thing to do: Press New partner and pick them from Keyway CRM.
No referrals yet
A deal whose business names a partner as its source becomes a referral by itself, and so does a code on an Intake enquiry.
First thing to do: Press New referral for one that came in another way.
Nothing earned yet
A line is written when a referred customer pays an invoice in Keyway Billing, never when the invoice is raised.
First thing to do: Press New adjustment to carry over what you already owe a partner.
No statements yet
A statement settles a partner's lines that are due, is sent by a person's press, and is paid as a supplier bill.
First thing to do: Press New statement once a line is due.
If you get stuck
Write to support@keywaysuite.com. We answer within one business day. Keyway can send us what it knows about your installation: open the hub, go to About and press Get support. It writes one file wherever you choose and never includes your licence, a password, a customer name or a customer address.