Once you’ve opened the transaction, you must open the DISBURSEMENT tab.
...
If there are unpaid bills that you wish to apply, click on the “Plus” to charge “Overdue bills”. A new window will open which will allow you to choose the amount to be charged.
Option 1: Amount to apply to all bills (the amount will be applied to the older bills) I DONT UNDERSTAND HOLLEY
option 2: Make a manual selection of an overdue bill
You must “SAVE” before closing the window
...
When clicking on the “Plus” you will open a new window with information on the outside brokers payment (Brokerage name, payment date, amount, payment method, an address section as well as a note section will follow.
...
.
...
Payment method: In the drop down menu you have choices available depending on the options added in the outside brokers profile. It also allows you to enter the cheque number.
Save