Disbursed a transaction (pay the commission)

Once you’ve opened the transaction, you must open the DISBURSEMENT tab.

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

  

➡ Each icon has a different function

• The Magnifying glass: Allows you to visualise the details of the transaction type.

• The Garbage can: Allows you to cancel the amount.

• The Plus sign: Allows you to add a fee.

For each agent individually:

If you need to “Create an Invoice” before making a payment the add button is there for that purpose.

If a team member has deduction that need to be added, simply click on the “plus” icon, since the royalty fees have already been applied.

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

If you want to keep an amount to pay futur bills, click on the “Plus” to create an “Open Credit”. A new tab will open and you must apply a positive amount in the required field.

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 + benificiary + date + payment mothod (you can modify if needed, depending on your choice use the drop down menu to select your option )+ cheque number.

• 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”

You will be brought back to the “Disbursement operation” page. Once the balance amount on the bottom right is at zero dollards, click on the “Submit” section on the top of the page.