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4. Once the information has been completed you need to create do the same process in the agents account
Go to Agents / Non-Agents > Agents and select your agent
In the Electronic Funds Transfer tab section click on ADD
Complete mandatory fields
Financial Institution
Transit #
Account #
Type: deposit (into their account) Withdrawal (from their account) or deposit & withdrawal
Save and close
...
Now that your EFT accounts have been setup, you can now invoice your agents and process the payments or directly deposit their commission payments.
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Completed! |