Enter an Other Income Transaction
13 steps
|
25 seconds
1
Click the "Other Income" option from the "Transactions" tab.
2
Click the "New Other Income Transaction" button.
3
Enter the Address for the Transaction on the "Address Line 1" field.
4
Select Property type
5
Select the Office
Most common income types would be 'Referral Income' and 'Residential Lease'
6
Select what type of income is being received
7
Enter the amount of the income Received (or expected to Receive)
8
Click "Add Associate"
9
Select the agent name
10
Enter the the side allocation %
The Side Allocation % needs to add up to 100%. If one agent, it would always be entered as 100%. If adding multiple agents, % needs to add up to 100.
11
Select client type
12
Enter remaining client details
13
Click "Save"
