Overview

This menu allows you to manage the Agent Commission process in bulk.

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.

To manage this function, follow the instructions below:

Click Accounts > Bulk Agent Payment

You will then see the Bulk Approve and Process Commission for Agents page

View and Approve Commission Available

There are two steps to manage the Approval and Process commission

First select the option - View and Approve Commission Available
Search by Full Payment Schedule Paid (to bring only the invoices that are fully paid) or Partial Payment Schedule Paid (to bring the invoices that are fully for partially paid)
Select Date Option - Till date or Between Two Dates
Click View to see the list of Commission available to Approve

System will display the Agent list and their Commission payable as per the selected options (Till date or Between Two Dates)

Individual Approval

Click on the Action icon to view the commission list for one individual agent

The new window will show the list of Student Payments and associated Commission to select for processing

You can click Action Icon to Approve the Commission, which will then be ready for Processing.

Bulk Approval

To approve the Commission for multiple Agents in Bulk, you can select multiple Agents from the Agent list after the search and then Click on Bulk Approve icon

This will show the list of Commission available for approval for selected Agents in one window where the Commission can be Approved with a single Click.

Here it is also possible to select an individual Agent and then Approve.

Once approved the Agent will be moved to the Process Commission section where you can follow below steps to process the Commission

Process and Pay Commission

To Process and Pay Commission, change the first option on this page to "Process and Pay Commission"

This page will only show the list of Agent and commission payable once the Approval process is done as explained above.

Here also System will present several date options

First select the option - Process and Pay Commission
Select Date Option - Till date or Between Two Dates
Click View to get the list of commission available to process

On the list of Agents which have Approved Commission ready for Processing, you can use Action Icon to view and process the Commission.

The Action Icon is used to generate the Payment Advice in a PDF format that can be downloaded and emailed or posted to the Agent.

After clicking the View and/or Approve Action Icon, system will show the window where processing of Commission for the Agent can be completed.

On the Process window, required information can be entered which will then process the Payment for the Agent and record the Payment information with all associated Agent Commission Payment records.

Enter the information and Click Process Commission. The System will process and settle the Payments.

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