Pay Agent Commissions Simple

Overview

After you have created an invoice of the Course Fee Plans paid for by the agents or students with net payment in the previous workflows, you can now then process a payment on agent commissions in the Agents Finances menu in Paradigm.

Workflow

The instructions below assume that you have already performed either of the following net payment invoicing workflows of the Course Enrolment records that you want to pay the agents with:

• Create an Invoice with Net Payment (Agent)

• Quick Payment Receipt Net Payment (From Agent)

1. Load the agent record that you want to process the payment, see Search an Agent Record

2. With the agent record loaded, choose Agents > Finances menus on the side and click the NEW INVOICE button under the AGENT INVOICES section.

creating a NEW INVOICE to pay the commission

3. Go to the UNIT ENROLMENTS NOT INVOICED FOR AGENT section and select the items that you to include, by default, it will auto-select all non-invoiced items due to be paid to the currently loaded agent in the system.

NOTE:

The Total including Withheld field auto-calculates the amount based on the Commission Outstanding value of the selected items. This will also be the value set in the Invoice Total Amount field when creating the invoice (in Step 4)

selecting the items to be added to the payment

4. Fill out the required fields under the INVOICE section above and click the SAVE PAYMENT button

5. After saving the payment, navigate to the Agents > Pay Commissions menu, select the invoice, click the amount to apply, and click the APPLY PAYMENT button.

SUCCESS:

The commission amount is now being paid to the agent. You can print the payment invoice by navigating to the Agents > Finances > Payments screen against the ACTIONS button of the Payment Id

Video Tutorial