This Transaction was paid to the Agent by Electronic Transfer and at Brokerage. The After Action Function can only be performed once.  Additionally, when this transaction was closed, the deposit was not posted and was sent to Undeposited Funds instead. The Bank Deposit was NOT recorded.

Click this dropdown menu to select the name of the Agent.

Once the list of Transactions populate, click on the "Action" button to edit.

Click "Toggle Dropdown" to reopen the transaction.

In this case, we will add a referral to an outside company by clicking on the "Referral" button.

Select a referring brokerage from the dropdown menu.

Click this number field to add the rate for the referral.

The After After Action Checklist will appear. Select the corresponding checkbox to prompt the system to automatically remove any newly created unbatched payments from the EFT payments in the Work Queue.

Click the checkbox for the system to link the now lower bill amount to the higher bill payment already distributed to the Agent.

Selecting this checkbox will create an overpayment invoice for the Agent, to cover the Referral amount.

Review the Transaction in the Agent's Customer Profile

Click the "Search Customer" field to locate by typing the Agent's name.

We can now see the Invoice for the Overpayment Amount.