Navigation CLIENTS > CLIENT DETAILS > click Settings from the sub menu
Using Referral Types is a feature that helps track the success of any marketing / promotional / advertising campaigns that you have been running. It can also be used for looking at your Revenue report by referral source.
How do I set the client's Referral Source?
Click on the dropdown option and select the correct referral source for this client.
If you are not using PSP to monitor your campaigns, you should leave this setting at the "[not set]".
Click "Update" to save your changes.
Note: If the Tax Rate you require is not available, you can set up a new one in ADMIN > SUPPORTING DATA > REFERRAL TYPES.