Adding a Concession
21 steps
|
3 minutes
Add Concession off the top of commission
1
Click "Concession"
2
Click here.
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Tip! The description field is how the concession would display on any documentation. (ie agent breakdown, CDA)
3
Enter a description for the concession here
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Alert! It is recommended to not select a tracking account when concession is charged to the Pre-GCI
4
Enter reason for concession
5
Click "PRE GCI" to charge the concession off the top of the full Gross Commission
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Alert! For Franchisee Clients - charging to the Pre-GCI means the amount of concession will not be part of reported GCI.
6
Enter the amount of concession here
7
Click "Save"
8
Click "OK"
Charge Concession to Agent
9
Click "Concession"
10
Click here.
11
Click "AGENT GROSS (AGENT)"
12
Click "Save"
13
Click "OK"
14
Click "Save"
15
Click "OK"