From the Enrolment Dashboard > Financials Tile > Agent tab it shows that there is no financials for the agent linked to the enrolment, this could be because the Agent is not set with Pay Commission.
To raise the agent commission the Pay Commission should be turned on and at least one commission template should be linked to the agent which is explained below.
- Select the main menu icon for Marketing and then the icon for Agent. This will take you to the Agent Welcome List screen where you can search to find the Agent.
- Enter the Agents code or name and select the Apply button. The system will search and display the agent and you then just need to select the Edit icon in the Actions column as highlighted below.
- On the Agent entry screen select the tick box for Pay Commission as shown below:
- After selecting the Pay Commission tick box, two new fields with drop downs will show for Default Commission Template and Optional Commission Templates.
- You must select at least one Default Commission Template from the drop down for the system to calculate commission for the agent. You can only select one Default Commission template.
- If the agent sometimes receives different commission percentages, you can always select other commission templates in the Optional Commission Template drop down. The system will allow you to select more than one from this list.
Now you need to go back to the enrolment dashboard, select the edit icon from the agent tab as shown below:
In the pop up window select the Update button as shown below. By doing this the system will refresh the screen and will have calculated and created, where relevant, the commission invoices for the enrolment.
If you have any queries, please do not hesitate to contact us on 1300 85 05 85 or email us on support@rtosoftware.com.au