Briggs have a programme in place where they will reimburse 50% of fees for any unit sold using Humm Finance. To avail to this reimburse you need to issue a tax invoice which Briggs will then credit parts account.

This can be modelled in c9 but it is a bit clumsy because of need to manage flows across creditor/debtor barriers. Some recent changes will make it easier in that they allow looser operations with things traditionally debtor/creditor.

To illustrate. Example sale, for $2000.  Humm charge $100, so Briggs will rebate $50.

Initial Setup

Setup Humm as a finance provider & both supplier + debtor. in c9. Like so:

Briggs parts account is setup as a typical supplier

Sale Processing

Process the sale like any normal finance sale, picking HUM as your provider.

Resulting tax invoice will look like so:

Process Humm settlement

Humm will invoice you $100 fees and will pay you 1900 to trade account.

For $100 fee, goto  sold units highlight unit and click on unit costs. Add a new cost picking Hum as supplier. Key thing to input is to seelct the option Purchase (track on AR), so that the cost is tracked on Accounts Receivable, simplifying reconciliation of HUM account.

For 1900 trade add it as an ordinary payment on account hum.

Result is a settled humm account where everything is conveniently tracked on Debtor (AR) balance

Recover money from briggs

On sold unit this time add a rebate. Pick Briggs but pick the new option tax invoice.

On OK, c9 will generate a PDF tax invoice for you but the 'invoice' will track on Briggs as a AP (supplier txn), conveniently keeping everything integrated into a single balance.