Configure a reseller agreement

Use Agreement on a reseller's Reseller agreement tab to record your commercial terms with that reseller: whether it earns a commission or a reseller discount, how often you settle, and when payment is due. A reseller needs a saved agreement before its agents can place orders in the reseller portal.

Before you start

You need permission to edit contacts.
Agree the rate type, settlement interval, and payment terms with the reseller and with the person responsible for your accounting.

Save the agreement

Open Sales → Customers, select the reseller, and open the Reseller agreement tab. The Reseller setup checklist at the top shows whether an agreement is saved.
Under Agreement, choose Add agreement. The default values are a starting point; the agreement takes effect when you save it. Choose Cancel to leave without creating it.
Choose the Rate type that matches your commercial agreement.
Select the Settlement interval and Date basis, then enter Payment terms (days).
Choose Save agreement. A confirmation appears and the checklist shows the agreement as saved.

Next, add the reseller's commission rules on the same tab. The rate type decides how those rates are applied; without matching rules, the reseller earns no commission or discount.

Choose the rate type

Commission means the reseller earns a commission for arranging the sale. On the settlement invoice, the commission is a separate negative line named after the rule's commission product, using that product's tax rate. This rate can differ from the ticket's tax rate.

Reseller discount means the reseller buys tickets at the retail price less its agreed margin and resells them. On the settlement invoice, the margin is a discount on the ticket line, using that ticket line's tax rate.

In both cases the reseller collects payment from its customers. Collection therefore always shows Reseller collects payment from the end customer: the reseller owes you the order amount minus the agreed commission or discount.

Settings

Setting	Choices and meaning	Default
Rate type	Commission or Reseller discount, as described above.	Commission
Settlement interval	Per order, Weekly, or Monthly: how often you agree to settle with this reseller.	Monthly
Date basis	Decides which settlement period an order falls into. Service date uses the visit or service date; Booking date uses the booking date.	Service date
Payment terms (days)	Days from the invoice date until payment is due, from 0 to 365. Zero means due on the invoice date.	10

The settlement interval records the agreed rhythm; it does not create settlements automatically. Settlement periods use your account's timezone.

Change the agreement

Change the settings and choose Save agreement. Orders that are already booked keep the terms recorded when they were booked, and existing settlement drafts and issued invoices are not recalculated.

If saving reports that the agreement was changed elsewhere, choose Reload to load the latest version, then apply your changes again.

Remove an agreement

Choose Remove agreement and confirm. The reseller can no longer place new orders in the reseller portal. Portal access stays enabled, so its agents can still view existing orders and download tickets, and billing history remains available. Removal does not cancel orders or delete commission rules.

Choose Add agreement to set up an agreement again. Agents can then choose Check again in the portal to continue booking.