How to manage mandate fees when co-contracting ?

If there is a co-contractor and you are the lead contractor, include your mandate fees

 

Summary

I/ Activate the mandate fees and Manage Amounts

II/ Invoice the mandate fees

III/ Track the mandate fees in the Project

 

I/ Activate mandate fees and Manage Amounts

First of all, check in your settings that the mandate fees module is activated in your settings. To do this, go to your settings > Modules > General and activate it.

When you create a project, go to the Fees tab then add the fees.

Then add the co-contractors by activating the module via calculation method then click on Manage companies to add it to the project.

Add your co-contractors and activate the mandate fees module

Then close.

Fill in the table by adding the agent share then the other co-contractors, in % or in amount.

Click on the % located under each label to make an overall distribution.

Change the fee status to Valid. 

It's done ! 🎉

The mandate fees is added to your project!

You will see the detailed table in Fees > Summary

Click Actions to download the table.

 

 

II/ Invoice the Mandate Fees

When you are going to create a project invoice (see the detailed article), you can invoice the mandate fees:

• independently

Select the "production - mandate" type

• or with the phases of the project

Select the "Production" type, then in the elements tab of the invoice, add the mandate part, phase by phase or globally using the drop-down menu.

You will see "Mandate" in the list.

It's done ! 🎉

You know how to invoice the mandate part in a co-contracting situation.

III/ Track the Mandate Fees in the Project

In the project, go to the Invoicing tab > Summary then select for "mandate" to have the follow-up.