AutoCount Referral Management Plugin User Guide
What is AutoCount Referral Management Plugin?
The AutoCount Referral Management Plugin helps businesses manage referrers, commission plans, referral commission records and referrer contribution reports inside AutoCount Accounting. It is useful for companies that pay commission to agents, partners or customers who refer sales to them.
Why Use AutoCount Referral Management Plugin?
This plugin helps businesses reduce manual commission calculation, keep referrer records organised, and see how much each referrer contributes. Commission is generated from fully paid invoices and cash sales using the rates you have set, so payouts are consistent and easier to check.
Key Features of the AutoCount Referral Management Plugin
Referrer Maintenance
Create and maintain referrer records with code, description, phone, email, bank account and active status.
Commission Plan Maintenance
Set commission by rate or amount for each item code, item group or item type.
Referral Commission Entry
Generate referral commission documents from fully paid invoices and cash sales for a selected referrer.
Referrer Contribution Report
Review sales, cost, gross profit, commission and contribution for each referrer over a selected date range.
Who Should Use AutoCount Referral Management Plugin?
Businesses with Referral Agents or Partners
If agents, introducers or business partners bring you customers in return for commission, this plugin keeps their details, rates and payouts in one place.
Businesses Running Customer Referral Programmes
Got customers who earn a reward for recommending you to others? The plugin records who referred each sale and calculates what they are owed.
Service and Project-Based Businesses
For businesses that depend on word-of-mouth leads, such as renovation, training or professional services, the contribution report shows which referrers bring in profitable sales.
How AutoCount Referral Management Plugin Plugin Works
A. Access Rights
1. Administrators assign only the Referral functions required for each user role.
2. Assign the required rights for Referrer, Referral Commission, commission reports, Referrer
Contribution, and Commission Rate Maintenance.
3. Save the access-right changes. Users without the matching rights cannot use the protected action.
B. Referrer Maintenance
Referrer Maintenance stores the referrer information used by referral documents and commission processing.
1. Open Referral > Referrer Maintenance.
2. Click New to add a referrer, or select an existing referrer and click Edit.
3. Enter Referrer Code, LeadSource, Description, Description 2, Phone, Email, IsActive, and Bank Account as required.
4. Save the referrer. Referrer Code cannot be empty and duplicate codes are rejected.
5. Delete a referrer only when it is not in use by a lead, document, or generated commission.
C. Commission Rate Maintenance
Commission Item Rate Maintenance sets commission rates by Item Group, Item Type, or Item Code.
1. Open Referral > Commission Plan Maintenance.
2. Select the required filter type: Item Group, Item Type, or Item Code.
3. Click Edit to create or revise the selected commission item rate.
4. Enter the applicable item Code, Description, Rate and Amount.
5. Save the rate and click Refresh to review the updated rate list.
D. Referral Commission
Referral Commission records and processes commission details for the selected referrer and source
documents.
1. Open Referral > Referral Commission.
2. Create a new commission record or open an existing record, according to your assigned rights.
3. In Pending Referral Commissions, select the Referrer Code and click Search. Tick the required
fully-paid Invoice or Cash Sale transaction.
4. Click Insert to create the Referral Commission. Review the imported transaction details, commission
rate and Total Commission, then save the commission.
E. Referrer Contribution Report
Referrer Contribution Report summarizes contribution information for the selected report criteria.
1. Open Referral > Referrer Contribution Report.
2. Select the required report criteria.
3. Click Preview to review the Referrer Contribution output.
4. Use Print or Export only when the matching report permission is assigned.
Pro Tip:
Compare the Contributions column across referrers to see who still brings in profit after commission is deducted.
Benefits of AutoCount Service Contract Plugin
Centralized Referrer Records
Keep every referrer's contact details, bank account and commission history within AutoCount, instead of in separate spreadsheets.
Consistent Commission Calculation
Commission follows the rates set in your commission plan, which reduces calculation mistakes and payout disputes.
Clear View of Referrer Performance
Clear View of Referrer Performance The contribution report shows sales, gross profit and commission side by side, so you know which referrers are worth rewarding.
Best Practices for Managing Referral Commissions
Review Commission Plans Regularly
Update rates when your pricing, product range or referral terms change.
Limit Access to Commission Actions
Give create, edit, confirm-paid and payment voucher rights only to the staff responsible for commission.
Monitor Referrer Contribution
Run the Referrer Contribution Report each month to track how referrers are performing.
Conclusion
The AutoCount Referral Management Plugin offers an organised way to manage referrers, commission plans and commission payouts. By generating commission from paid sales and reporting each referrer’s contribution, it improves accuracy, saves time and helps you reward the referrers who grow your business.
Frequently Asked Questions
How do I control user permissions for the Referral plugin?
Administrators can configure permissions under General Maintenance > Access Right Maintenance > Referral Management Plugin to assign specific rights—such as maintaining referrers, entering commissions, or viewing and printing reports—only to authorized user roles.
Can I delete an existing referrer from the system?
A referrer can only be deleted if the code is not currently in use by a lead, document, or previously generated referral commission.
Can duplicate Referrer Codes be used?
No, the Referrer Code cannot be left blank and duplicate codes will be rejected by the system upon saving.
How are commission rates configured?
Commission rates are set under Referral > Commission Plan Maintenance, where you can define payout amounts or percentage rates filtered by Item Group, Item Type, or specific Item Code.
Which sales transactions qualify for referral commission generation?
In the Pending Referral Commissions screen, only fully-paid Invoice or Cash Sale transactions associated with the selected referrer can be converted into commission claims.
Can referral contribution reports be printed or exported by all users?
No, users can only preview, print, or export the Referrer Contribution Report if the matching report permissions have been assigned in Access Right Maintenance.
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