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➡ Each icon has a different function
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To make a payment (if there is an amount to pay the agent) click on the “plus” and a new window will open. You must complete the following fields: amount of the payment + beneficiary + date + payment method (you can modify if needed, depending on your choice use the drop down menu to select your option )+ cheque number, there are 3 different methods by cheque, by electronic fund transfer (must be done in the broker's profile, here is How to add an electronic fund transfer to a agent profile. ) and by bank transfer. Then enter the broker's address and notes about this payment to identify the transaction.
You’ll also see in this section an “address” section with your agents information already filled out and a “notes” section to add something related to this transaction.
“SAVE AND CLOSE”
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