Review and settle external company referrals

If you receive jobs from lead providers, motor clubs, or other third-party sources, you can manage and settle their referral payouts directly from ScanPay. Here’s how to review, adjust, and mark referrals as paid.

Review and settle referrals at the company level

You can view all referred jobs linked to an external company and settle them in bulk once payment is processed.

Open the external company profile

1. Go to Settings → External Companies
2. Click the company name to open its referral overview

View referred jobs

Mark jobs as paid

1. Select one or more jobs using the checkboxes
2. Click Mark as Paid
3. Confirm the payment date

Once marked:

• Status changes from Pending to Paid
• Today’s date is recorded as the payment date

Note: Owners and Admins can export the external company report as a CSV.

Editing referral amounts on individual jobs

If a specific job requires a different referral amount — due to a special agreement or override — you can manually adjust it.

Edit referral details on a job

1. Go to Jobs and open the job assigned to the external company
2. Click the Billing tab and scroll to the External company referral section
3. Click Edit next to the referral amount
4. Enter the correct dollar amount

Note: The percentage or referral base cannot be edited here

1. Click Save

✅ This change only applies to that specific job and does not affect the company-wide referral contract.

Good to know

• Referral amounts are calculated based on the referral rate and base set in the company profile
• Job-level overrides do not change the company’s default settings
• “Mark as Paid” is for internal tracking only — it does not send payment

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