SettleWiseClientsClient identity
CL-02Know who earns

Link a client to a commission partner

An agency booked the guest and earns commission on what the guest buys. The guest stays the billed client.

Track

Client identity

Phase

Know who earns

Starts with

Client without partner

Ends with

Partner linked with rate

Link a sample client to an existing partner.

Before you start

Sign in as
Owner or admin
Starting state
A commission partner and a client without partner

Run the scenario

  1. 1AdminSettleWise · Customers · Commission partners

    Open the partner and use Link customer to add the client.

    Expected evidence

    The client appears under Linked customers with the default rate.

  2. 2AdminPartner detail

    Edit the rate on the linked row and save it.

    Expected evidence

    The new rate shows on the row.

Scenario completed

Partner linked with rate

Commission
Nobody earns→Partner earns at the agreed rate

If it does not match

  • If rates cannot be edited, your role is not owner or admin.
  • If the partner does not appear, it may be archived or in an inactive category.