Step 1: Begin by ensuring that you've added your referral. Navigate to Settings.
Step 2: Click on Contractor Subs.
Step 3: Select Add New.
Step 4: Choose Contractor.
Step 5: Click on Select Referral.
Step 6: Now, select the location or locations for this referral.
Step 7: Enter the referral's name, email, and any other contact information you want to include.
Step 8: Add their address and zip code.
Step 9: Click Save.
Step 10: After adding your referral, ensure they're added to the customer profile. Open the customer details for the customer that the referral has referred to you.
Step 11: Select Lead Source Referral and then select your referral for your referrer.
Step 12: Click Save.
Step 13: After adding the referral, you're ready to add a referral payment. When a referral is attached to a customer, a referral payment box appears on the work order.
Step 14: You're able to add a note and a payment amount here.
Step 15: Click Save.
Step 16: To pay your referrer, navigate to Accounts Payable.
Step 17: Click on Referral.
Step 18: Select Add payment.
Step 19: You'll see that referral there and can add the payment amount as usual.
