Partner bills and payouts

How brokerage is credited

Brokerage is credited to the firm when a booking is approved and taken back when it is cancelled. The percentage comes from the booking; a project’s Brokerage slabs (by the firm’s lifetime bookings on that project) pre-fill it, and approvers may change it. Nothing is credited unless the firm holds a valid RERA number with the project’s authority.

Finance › Partner payouts (sales support sees it as Verification › Partner bills & payouts) shows Earned, Paid out, Balance owed and Payouts waiting, a Partner firms table with each firm’s ledger, the Payouts table, and the Brokerage bill formats panel.

The Partner bills & payouts page with the Ledger button on a firm and the Payouts table marked

From bill to payout

The partner raises the bill, usually from the portal: Generate invoice gives them the bill sheet for a project’s bookings and your bill format filled in; Raise invoice uploads the signed bill (PDF or image, dated within 30 days, within the payable balance). It lands in Payouts as Invoice submitted. The desk can also raise a payout on the partner’s behalf from the firm’s Ledger (Raise payout for accounts, with the payout amount, TDS withheld and the bill reference).
Sales support or accounts compares the bill with BMexa’s figure. The badge reads Matches BMexa or Differs from BMexa: expected ₹…. Click Verify bill; the payout moves to Verified · with accounts.
Accounts sets TDS % (5 by default) and clicks Approve or Reject.
When the money has gone, accounts enters the Txn ID (UTR) and the date and clicks Mark paid. The partner sees each step in the portal as Submitted → verified → approved → paid.

Two submitted payouts, one flagged Differs from BMexa with the expected amount, one Matches BMexa

What the partner does in the portal

In Generate invoice the head picks the project, ticks the bookings, reads the bill sheet (your billing company’s GSTIN decides IGST or CGST + SGST; without one the sheet says so), downloads your format or the sheet, and uploads the signed bill with the invoice number, date and the Brokerage amount claimed. A claimed amount that differs from the sheet is what produces the Differs from BMexa badge on your side.

The partner portal Generate invoice page: choose the project, pick the bookings, the bill sheet with GST and downloads, and the upload of the signed bill

The firm’s ledger

Click Ledger on a firm to see every entry (earned, clawed back, payout) with its booking, amount and status, the balance owed and what is payable now. The form at the top raises a payout for accounts when the partner handed you a paper bill.

A firm’s ledger dialog: payout amount, TDS withheld, bill reference, the Raise payout for accounts button and the ledger entries

Sharing your bill format

Partners usually have to bill you on your own format. Upload it once under Brokerage bill formats: a Label, the Project it applies to (or All projects), the Blank format (Excel, Word or PDF) and Instructions for partners, then Share a bill format. The portal shows partners the figures and lets them download the format. With Set up fill-in on an Excel or Word format, partners download it already filled in with the bill sheet’s figures. Stop sharing withdraws it.