Agent Payment Profile Report
- 0 step |
- 39 seconds
Click "Reports"
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Click "Agent Billing"
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Click "Agent Payment Profile"
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Can filter report by office of specific agents
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can filter by who has card saved on profile, if enabled in autopay, or if account is currently on hold
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Tip!
In bottom left-hand corner - you can export the data if needed.
Click here to view an agents specific profile
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View the current credit cards agent has on profile
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View the audit log for edits to the agents profile
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Ability to enable or disable the account on agent
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Heads Up!
Account Hold: This prevents the agent from ordering additional items from marketing and service module. It does NOT prevent them from being billed on subscriptions or ability for staff to create new invoices for agent
Click "Close"
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