How to add a new Partner

Defining partner records to use in agreements

Elsa Stadler avatar
Written by Elsa Stadler
Updated over a week ago

Go to Settings:

Click the Partners tab:

Click Add:


Complete the Partner details:

Note:

  • Select Responsible Partner if the Partner is responsible for writing business (typically advisers in a Financial Advice practice). This will enable production tracking for the partner (i.e. how much revenue the partner is bringing into the business, before any splitting)

  • Select VAT Registered if the Partner is registered for VAT. The partner's VAT registered status will be used in reporting to indicate the exclusive/inclusive amount due to the partner,  as appropriate

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