Orbis Web · Management
Version 2026.10

Direct payment in files: record what the client pays the supplier and generate your commission

A guide for agency staff who manage files in Orbis Web: how to mark a service as a direct payment and create the commission service in two clicks.

Key concepts

What direct payment is

Some services are paid by the client straight to the supplier, without the money going through the agency. With direct payment you record them in the file exactly as they are, and Orbis Web creates for you the commission service that the agency charges the supplier.

Where it is set upNot on the file record but on each service: the Direct Payment checkbox is in the Breakdown window of the service record.
ItemWhat it is
Direct PaymentCheckbox showing that the client pays this service directly to the supplier.
Direct payment amountAmount the client pays the supplier.
Generate direct-payment commissionAction on the service record that creates the commission service and sets the expected cost of the original service to 0.
ImportantThe action does not issue an invoiceGenerating the commission only adds a service to the file. The commission invoice is issued later, like any other invoice.
Video

Direct payment on video

The whole process from start to finish, in 2:32. Click the image to watch it.
Common procedure

The 4 steps of a direct payment

Open the serviceIn Management › Files, edit the file, go to the Services tab and click the service's pencil icon (Edit).
Mark the direct paymentIn the Breakdown window, fill in Direct payment amount and tick Direct Payment.
Generate the commissionIn Actions, click Generate direct-payment commission and confirm with Accept.
Check the fileIn the Services tab, check the new commission service and the cost of the original service.
Step 1

Mark the service as a direct payment

What it is for

Records on the service that the client pays it directly to the supplier, and enables the action that generates the commission.

When to use it

When the client pays the supplier for the service (for example, at the counter or on the supplier's website) and the agency only earns a commission.

Task: mark a train service as a direct payment from the Breakdown window. Recreation of the screen with sample data; only the fields involved are shown.

Step by step

  1. On the service record, click the D button next to Amount to open the Breakdown window.
  2. In Direct payment amount, enter what the client pays the supplier.
  3. Tick the Direct Payment checkbox. The C button appears on the record bar straight away, even before you save.
  4. Close the window with the × and click ✓ (Save) to save the service. The record closes and you return to the booking file.
Common errorThe Generate direct-payment commission option does not appearThe option is only shown when the Direct Payment checkbox is ticked and the service does not yet have a commission. Open Breakdown again and check the box.
Step 2

Generate the direct-payment commission

What it is for

Creates in the file the commission service that the agency charges the supplier, and sets the expected cost of the original service to 0.

When to use it

Once per service, when the service is already marked as a direct payment and has the right cost.

Task: generate the commission service from the Actions menu of the service record. Recreation of the screen with sample data.

Step by step

  1. On the service record, open Actions and click Generate direct-payment commission. Orbis Web saves the service record first. You can also use the button with the C on the record's toolbar.
  2. Read the message and click Accept. The record closes and you return to the file.
CautionThe expected cost is set to 0When you accept, the Expected Cost of the original service becomes 0, because the agency does not pay the supplier for that service. Check the cost before generating the commission: it is the figure used for the commission service.
Step 3

What is created in the file

What it is for

To know what has changed in the file so you can review it and, when the time comes, invoice the commission to the supplier.

When to use it

Right after generating the commission, in the file's Services tab.

Task: review the original service and the new commission service. Recreation of the screen with sample data; only some of the list's columns are shown.

Step by step

  1. Check that the original service has its Cost at 0,00 €. If you do not see the column, expand the row with the arrow.
  2. Find the new service: its Client is the supplier, not the passenger's client.
  3. Check its Amount: it is the expected cost the original service had, as a negative figure.
Commission service fieldValue set by Orbis Web
Client and SupplierThe supplier of the original service. It is added as a client of the file.
Product and Product TypeThe supplier's Comisiones Pago Directo product, with product type COMISIONES PAGO DIRECTO.
AmountThe expected cost of the original service, as a negative commissionable amount, with 100% commission.
Regime taxPropio General.
Description«Cliente original:» followed by the client of the original service.
Copied dataLocator, ticket, passenger, dates and destination of the original service.
Allow Invoicing and Allow EditEnabled: the service is ready to be invoiced to the supplier.
The commission service is not invoiced to your clientAs its client is the supplier, the commission invoice goes to the supplier. Your client is only invoiced for the services where they are the client.
Guidelines

Best practices

Check the cost before generating

The commission amount comes from the service's Expected Cost. If the cost is wrong, correct it and save before clicking Generate direct-payment commission.

Generate before invoicing

Generate the commission before invoicing the service or adding it to a delivery note. Orbis Web does not stop you doing it afterwards, but the service cost will change in a document already issued.

One commission per service

Each service accepts only one direct-payment commission. If you make a mistake, correct the commission service instead of generating another one.

Record the amount paid

Always fill in Direct payment amount with what the client pays the supplier, so that the service reflects the real transaction.

Before generating the commission
  • The service is not canceled.
  • The Direct Payment checkbox is ticked and the service is saved.
  • Direct payment amount holds what the client pays the supplier.
  • The Expected Cost is correct.
  • The service does not already have a direct-payment commission.
Support

Common issues

I can't see the Generate direct-payment commission option in Actions.It only appears when the Direct Payment checkbox is ticked in the Breakdown window and the service does not yet have a commission. Tick the box and open Actions again; if it is ticked, look for the commission service in the Services tab.
The message «Service canceled» appears.The commission cannot be generated for canceled services (Service Canceled). Use the active service.
There is no new invoice after generating the commission.That is expected: the action only creates the commission service. Issue the invoice to the supplier when appropriate.
Still not working?Call the Pipeline Software support department on 964 723 390 (Monday to Thursday 9:00–14:00 and 15:00–18:30, Friday 9:00–15:00) or open a ticket from the Orbis Web entry panel. Give the file number, the service Id and the message shown on screen.