From the Eziplan Menu:
System Management - Referrers
This will take you to the Referrers list. Select the "Add new referrer" button. This will open a blank Referrer profile for you to complete.
Any field with an Asterisk (*) attached is required to save the profile.
The main requirement here is the name so that the system can separate out invoices when the Referrer is attached to a Client Profile.
Fill the Billing Code with the appropriate item to link the Profile to the correct profile in your Accounting software.
Once you have filled out the required information hit the green ADD REFERRER button at the bottom to save the profile.
If you require further assistance with managing the Referrer functionality or the integration to Accounting software, please contact an Eziplan Account Manager on 1800 394 482, support@ezihealth.com.au or by sending a message via Live Chat.