How to Make a Payload Payment to an Agent
- 23 steps |
- 2 minutes
1
Navigate to Brokerage Engine.
Pay Outstanding Bills
2
Click "Quick Actions" Menu.
3
Click "Pay Bills"
4
Click "Select Payee " to display the dropdown menu.
5
Select the name of the Agent.
6
Click "Search"
7
All Bills due to the Agent will display. Click the top checkbox to select all Bills.
8
The Bills can also be selected by clicking on each individual checkbox.
9
Click the arrow menu next to "Save and Print".
10
Click the "Make Payload Payment" option.
11
The Payload Processing Account will display. Select a new Account using the dropdown menu.
12
Click "Next"
13
Click "Request Authorization Code."
14
Sample Email with Authorization Code and details of Transactions to be processed.
15
Click the "Please enter authorization code received" field and type the code.
16
Click "Authorize Payment"
17
Click "OK"
Verify payments
18
Click the "Expenses" menu.
