This is done using the "AgentForm1" form layout design and "Agent Performance" report.
On your order/invoice entry form, using the Options panel at the bottom (press Ctrl+H to view the Options panel that if it is currently hidden), on the Forms tab, scroll up to choose the AgentForm1 form layout.
When you choose that form, you'll see "Agent Source" at the top right, right under the order status, and there you can click to choose a client from your list as a "source" for the order. You can even choose more than 1, and you can assign a reward amount (or percent by just typing the % sign in the reward amt box too) for that referral.
Then on the Reports screen, in the Client/Contact Lists category folder, there is a report named Agent Performance, and that can be used (or copied and used) with criteria like:
Order Status is exactly Done
AND Date for Reports is between [whatever date range]
And it will show you a list of all the "agents" (which are really just referring clients set using this predescribed method) and their totals. You can copy this report and make it a reward certificate even. This is the most powerful and versatile way to keep up with referrals and referrals rewards by order/invoice as opposed to by client.
Click here for more information on tracking referrals by client.
agent source agent performance agentform1 referral referrals tracking referrals client source referring client referral reward referral rewards
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