Once you’ve opened the transaction, you must open the DISBURSEMENT tab.
A transaction cash receipt or an advance having been done beforehand in the cash receipt section of the transaction the amounts applied will be displayed.
Then in the ‘'Disbursements to Agents’' section
If you have agents that are apart of a team click on the ‘'Create team transaction fees’' this will automatically create royalty fees and deductions. A new window will open ‘'Agents calculated royalty fees - 1 / 2''. Enter the transaction date > Click on the ‘'Next'' icon.
Here a new page will open ‘' Agents calculated royalty fees - Step 2/2’' If everything is accurate click on the ‘'Submit” icon to return to the ‘’Disbursements to Agents’'
Continue by clicking on the + icon in front the agents name. A new page will open with the transaction title.
In the ‘'Summary’' section you’ll see all the information related to the commission and the advance given to the agent, if applied.
Under the ‘'Disbursement operation’' section
If you create an operation with a different date, you must put the same transaction date.
If you wish to make a partial payment, you must change the “commission amount to use (without taxes)”, at this time, the royalty fees and the deductions will be calculated based on this amount.
➡ Each icon has a different function
The Magnifying glass: Allows you to visualise the details of the type of transaction.
The Garbage can: Allows you to cancel the amount.
The Plus sign: Allows you to add a fee.
If you need to “create an Invoice” before making the payement the add button is there for that purpose.
0 Comments