> 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="https://353618749-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F5hOxCDd4OuyqtVEtphDN%2Fuploads%2FOxU5oY0Nhx8TMV0Wme1F%2F64eb00a16ff3fda1ff670ca6_B2B%20Billing%20Automation-p-800%20(1).png?alt=media&amp;token=97402b5b-634f-42a9-8415-3c9d4bcdd7c8" 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="https://353618749-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F5hOxCDd4OuyqtVEtphDN%2Fuploads%2FMbc5cIKoGD5N8h1ZYay4%2Fddd.png?alt=media&amp;token=c55e8828-4210-40c7-bf0f-35d1ebea629c" 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="https://353618749-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F5hOxCDd4OuyqtVEtphDN%2Fuploads%2Fb3ZirbGgaNtjlBceTCHt%2FPayments.png?alt=media&amp;token=856a3764-e148-46ab-90bc-2fd3462ed74c" 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="https://353618749-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F5hOxCDd4OuyqtVEtphDN%2Fuploads%2FO7JZb1r5IOn36XjB1SWw%2FReferral%20Partners.png?alt=media&amp;token=fb380863-223e-41f9-a9bd-79bbc398ed9f" 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="https://353618749-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F5hOxCDd4OuyqtVEtphDN%2Fuploads%2Flf2bMfJNFFZhj3K7jgOy%2F2.1_Entity-Overview.png?alt=media&amp;token=c654fd63-8f18-4a43-8ed5-2da0f778b5c2" 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="https://353618749-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F5hOxCDd4OuyqtVEtphDN%2Fuploads%2FCp0mwTQeHauWTZzUxW5q%2FContracts.png?alt=media&amp;token=5004d77b-e4ab-4e8d-b64d-e7b2425362aa" alt=""><figcaption></figcaption></figure>
