Agent Payment Profile Report
15 steps
5 minutes
Run Agent Payment Profile Report
1
Navigate to "Reports"
2
Click "Agent Billing"
3
Select "Agent Payment Profile" to view details on each Agent's payment profile setup
Explore Report Features
4
Ability to filter report by office
5
Ability to filter by Agents with a saved card on file, enrolled in autopay, or status of account hold
6
Export the data here, if needed
7
View an Agent’s Profile from the Action button
8
In this section, view the Accounts Receivable summary along with a chart that breaks down outstanding invoices by aging period
9
Access outstanding invoice details by clicking here
10
View the list of outstanding invoices. You can open any individual invoice for more information.
11
View the current credit card(s) an Agent has on their profile
12
View the audit log to review any changes made to an Agent’s autopay settings in their profile
13
View the audit log to review any changes made to an Agent’s account hold settings in their profile
14
Ability to enable or disable an Agent’s account hold directly from the report
Alert! Account Hold prevents an Agent from ordering additional items from the Marketing & Service module. It does **not** stop subscription billing or prevent staff from creating new invoices for the Agent.
15
Click "Close" to exit the report
Agent Payment Profile Report
15 steps
5 minutes
Run Agent Payment Profile Report
1
Navigate to "Reports"
2
Click "Agent Billing"
3
Select "Agent Payment Profile" to view details on each Agent's payment profile setup
Explore Report Features
4
Ability to filter report by office
5
Ability to filter by Agents with a saved card on file, enrolled in autopay, or status of account hold
6
Export the data here, if needed
7
View an Agent’s Profile from the Action button
8
In this section, view the Accounts Receivable summary along with a chart that breaks down outstanding invoices by aging period
9
Access outstanding invoice details by clicking here
10
View the list of outstanding invoices. You can open any individual invoice for more information.
11
View the current credit card(s) an Agent has on their profile
12
View the audit log to review any changes made to an Agent’s autopay settings in their profile
13
View the audit log to review any changes made to an Agent’s account hold settings in their profile
14
Ability to enable or disable an Agent’s account hold directly from the report
Alert! Account Hold prevents an Agent from ordering additional items from the Marketing & Service module. It does **not** stop subscription billing or prevent staff from creating new invoices for the Agent.
15
Click "Close" to exit the report
