If your agent allows your office to set up a withdrawal from their bank account or a direct deposit into their bank account, here are the steps to follow.
Administration
First in the administrations account you must enable the electronic funds transfer to and from your bank account.
Administration > Configuration > General >Electronic Funds Transfer
Add
Complete the mandatory fields
Financial Institution: Which bank will the money come to or from
GL account: Which GL account will be affected
Type: Deposit (into the office account) or withdrawal (going out of the office account)
The following fields require information from your bank. You must contact them and specify deposit, withdrawal or both.
Account #
Transit #
EFT Identification #
4.
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