Overview

This menu allows you to manage all Agent Commission Payments. Search for Agents, view Commission available and approve accordingly.

Information here is also available in the Agent portal, can be viewed and managed by Account staff.

The Process Commission feature settles all selected Commission that was approved to be updated.

Search Agent

To manage this function, follow the instructions below:

• Click Accounts > Agent Payment
• To find Agents, use the Search criteria as shown below and click Search. Agents as per the criteria selected will appear as a list.

• Agents as per the criteria selected will appear as a list.
• To view selected agent details, click the view icon .

View Payment History (Deducted, Invoiced, Other)

This section will show all Commission deducted by the Agent and/or Invoiced

View and approve Commission payable

To view all the commission available to be paid for the selected Agent, click Process Commission menu

Then select the search by option (Full paid or Partial Paid). This is based on the Provider policy to pay Commission.

Enter payment transaction to date to get the list and click View

Now Select and Approve Commission

Process Commission (Generate Payment Advice)

Once Commission is approved it can be viewed by the Agent via the Agent Portal, or Account staff can generate the Payment Advice.
To do this, select the View Option – Process and Pay Commission

This will show all the list of approved Commission transactions that are payable to the Agent

You can select one or multiple items ready to pay and click PDF to generate the Payment advice that you can sent to Agent.

You can then select the items that you are ready to pay based on invoice received from agent and then click Process

• Enter the agent invoice number and click Process Commission
• System will process and update all selected transactions and they will be visible on the Invoiced Commission section

Credit/Bonus Allocation

Recording of a Credit or Bonus for an Agent which will be available to be used for Agent Payment.

To manage this function, follow the instructions below:

• Click Accounts > Agent Payment
• To view selected agent details, click the View Action IconImage Modified
• Click Credit/Bonus Allocation tab

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• Select the Type

• Enter the Amount
• Select the Payment Mode
• Enter the Payment Date
• Optionally enter Comments
• Click Add Data