Overview Currently we have B2B customers that are sending us business. These referrals break down into two categories:

The referring business handles the customer and just sends us the media to digitize.
1. We give them a 30% discount on most services
The referring business sends the customer to us and we handle everything.
1. We give them a 10% discount on most services.

The discount is dependent on how much we handle and how much the referrer handles.

Procedure - 30% discount

The media gets sent to us from the referrer.
We log the transfer under the referrer name plus the customer name. For example, Media Button sends us Carl Smith.
- The project is named MB - Smith. This naming is used for project folders, film albums, job entries
- When the project is entered into the job list, Media Transfer Progress sheet....on page 2 add the 30% and the discount calculations in columns K to M
- The Quickbooks entry will be under the customer of Media Button as the job "Carl Smith"
The media transfer project will NOT use our contact info as this project is done under the referrer's name
When we create the invoice:
- create a sub total for the transfer items
- find and enter the B2B for 30% under the correct major heading (ie. film transfer)
- products such as harddrives, flashdrives, etc are NOT discounted and therefore should be listed below the discount
- send a copy of the invoice to the referrer
The referrer will schedule a courier to retrieve the project
The referrer will use our invoice to create their own invoice....we suggest that they mark up our invoice by 30% to collect their commission.
Once the referrer has gotten paid, we then get paid from the referrer for the amount we invoiced the referrer.

Procedure - 10% discount

The referrer lets us know that they have sent a customer our way.
The customer drops off the media.
We log the transfer under the referrer name plus the customer name. For example, Media Button sends us Carl Smith.
- The project is named MB - Smith. This naming is used for project folders, film albums, job entries
- When the project is entered into the job list, Media Transfer Progress sheet....on page 2 add the 10% and the discount calculations in columns K to M
- The Quickbooks entry will be under the customer of Media Button as the job "Carl Smith"
  - the customer information: name, address, email, phone etc will be entered as this invoice will be given to the customer
As this project is done completely by LHF, we use all our branding
When we create the invoice:
- create a sub total for the transfer items (this is done so that we have a reference for the 10%)
- make sure the name etc is filled in for the customer (address, phone, email)
- products such as harddrives, flashdrives, etc are NOT discounted and therefore should be listed below the discount
- send a copy of the invoice to the customer
The customer will come by and pick up and pay for the project
Create a credit memo for the 10% owed the referrer

Creating the 10% Credit Memo

We've created a memorized 10% credit memo to make things a bit easier. Here's the steps:

Go to List and open Memorized Transaction List
Select "referral fee". This should open the Credit Memo window.
From the drop-down Customer:Job, select the referrer customer, ie. Media Button.
Enter 10% of the sub total on the customer's invoice....do not enter the grand total.
Make sure the correct tax is applied (use G if the invoice only has G or S if the invoice has S).
Enter the customer's name in the Memo box.

The credit can be applied to the customer's account against outstanding invoices, can be accumulated and paid later, or we can issue immediate payment.