Payload Receivable Request Report
13 steps
30 seconds
1
Navigate to Brokerage Engine.
2
Click "Accounting" to navigate to the interface.
3
Click the "Reports" tab.
4
Click the "Operation Reporting" option.
5
Click "Payload Receivable Request"
6
The date range for the report will default to the Current Month. Select a Custom Date by making a selection from the dropdown menu.
7
Or use the small calendar icons to select the dates.
8
Click "Run Report" to generate.
9
The results can be filtered by the Type of Request.
10
"Receive Payment by Payload" refers to the process of recording a payment received from a customer using Payload in BE Accounting.
The system marks the invoice as paid when funds clear. This process is independent of the Agent Billing feature in the Marketing Module.
11
"Escrow Deposit Request" refers to the process of requesting escrow funds via the Commission Detail Page in the Agent Facing side of the system.
12
The results can be further broken down by the Status of the Receivable Request.
13
The Payload Payment Request Report can be downloaded as a CSV/Excel file.
