Click "Allowances" under the "Invoices" tab. 

Click "Allowances Summary" to display a snapshot of current balances.

The Allowances Summary shows a current Total Accounts Balance, this is the amount that needs to be allocated as a credit memos to the Agents. 

Scroll to the bottom of the page and click "Download as CSV / Excel" to download the Allowances Report. 

The report will display the names of the Agents as well as their current Account Balance.
We can see that Amy Agent has a current balance of $1,369.00

A "New Credit Memo" screen will populate. The first step will be to select the Customer profile for the Agent from the dropdown menu. 

The date can be modified by clicking on the small calendar icon. 

Select a Product/Service item from the dropdown menu. 

Click this text field to add the amount to credit. 

In this case, it should be "$1,369.00", since that was the Account Balance for Amy Agent. 

Click on the dropdown menu to select a class. 

Click the "Message displayed on credit memo" text field to add a memo.

The Total should match the Account Balance from the report. 

Click "Transaction List" on the Customer Profile.

The Agent now has a credit memo of $1,369.00.

The steps below are for creating a new Marketing Item to utilize in order to allocate the allowance balances, if needed. 

Type the name of the Marketing Item in this text field. 

How to Allocate Allowance Balances as Credit Memos

Pull Allowances Report

Allocate Allowances as Credit Memos

Verify the Credit Memo