Income by Referrer

What it's for: which external contacts (introducers, referrers) send your firm work, and what it costs. This is the first report to make use of the "source of instruction" field already recorded when a matter is opened. Firm Admin only.

One row per referrer: matters referred, profit costs billed, profit costs received, agreed share, payable on received, payable when collected.

"Payable on received" and "profit costs received" are shown side by side, never summed — one is descriptive (how much work they've sent you), the other is money you actually owe them. Only named referrers appear here; general sources like "website" or "walk-in" belong to a different kind of reporting, not this one.

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