Set a TC/Assistant in Fee Bank for default Payout | Scribe

    Set a TC/Assistant in Fee Bank for default Payout

    • 19 steps |
    • 2 minutes

      Add new TC in Fee Bank

      1
      Click "Commission Schedules"
      2
      Click "Commission Schedule Library"
      3
      Click "Fee Bank"
      4
      Click "Add Fee"
      5
      Enter the display name. This is how this charge will display on either the Commission Disbursement or Agent Breakdown
      information ordinal icon
      Tip! Recommended to keep "is this fee split across the side" to No as this limits ability to manually adjust this charge on Transaction
      6
      Select who will be paying this Charge
      7
      Click "Agent" for disbursement type
      8
      Select the person this charge it to be paid too
      9
      Enter the default amount of this charge
      10
      Click "Yes" for this fee to be adjustable on transaction
      information ordinal icon
      Tip! If you select 'No' for making fee adjustable you will not be able to override the amount on a per transaction basis
      11
      This question is to determine if this charge should affect an agents accumulation towards their tier progressions.
      12
      Click "Save"
      13
      Click "OK"

      Verify TC Charge is available in Fee Bank

      14
      Click "Pending"
      15
      locate a current pending transaction
      16
      Click "Commission Detail"