> For the complete documentation index, see [llms.txt](https://docs.received.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.received.ai/partner-billing/the-referral-billing-process/automate-invoicing-and-fees-and-track-referral-data.md).

# Automate Invoicing & Fees, and Track Referral Data

## Step 1: Automate Customer Invoicing & Payment Collection

Your referred customers will be automatically invoiced like any Enterprise customer.\
**See the full invoicing process** [**here**](/enterprise-contract-billing/the-enterprise-contract-billing-process/automate-invoicing.md)**.**&#x20;

<figure><img src="/files/O8Yk6OmtvZZdlbVLyy80" alt=""><figcaption></figcaption></figure>

Customers can pay their invoices by credit card (via Stripe), wire transfer, or crypto wallet.&#x20;

Upon payment, Received's system automatically matches incoming payments with outstanding invoices for **seamless reconciliation** and automatically **recognizes revenue** according to **ASC-606 and IFRS-15** compliance.

<figure><img src="/files/XiIi5apatPfxcdTNRh5a" alt="" width="378"><figcaption></figcaption></figure>

## Step 2: Automate Referral Fee Allocation

Once the referred customer's contract is activated, **referral fees will be calculated automatically** and allocated according to the **terms defined in the contract.** \
\
To see the referral fees for a specific partner, navigate to **Customers>Partners>Referrals** and  click on the referral partner you wish to vie&#x77;**.** Click on the **'Fees Tab'** to view your partner fee allocation and status (paid, unpaid, sent, failed).

<figure><img src="/files/ATdXsFGaQBsQNdGN3gfl" alt=""><figcaption></figcaption></figure>

## **Step 3: Track Referral Data**

Navigate to **Customers>Partners>Referrals** to get an overview of your referral data. View all **referral partners**, along with the customers they have referred, and a breakdown of **contract value, products, churn rate, referral fees**, and more.

<figure><img src="/files/5aMSVoxweGYmO1IZ4qOD" alt=""><figcaption></figcaption></figure>

Navigate to **Customers>Partners>Referrals** and **click on the referral partner you wish to view.** \
Use the **'Overview Tab'** to view of the partner bookings, referred customers, fees, churn rate, and more.&#x20;

<figure><img src="/files/daiHgvBO1JA5GBbMTWLd" alt=""><figcaption></figcaption></figure>

Click on the **'Contracts Tab'** to view all contracts with customers referred by this referral partner. See the total contract value and partner fees per customer, product breakdowns, and more.

<figure><img src="/files/iOtjpyJsPdu7dtf1QmLM" alt=""><figcaption></figcaption></figure>
