Change Commissions for Invoice Transactions
Once you click Edit to open the Invoice Transactions section, the Commissions sub-section is also available for corrections. Enter the correcting information directly into the Commissions grid.
To accomodate split commissions, click New Split Agency Comm on the section menu to add rows of agency commission. Change the premium/non-premium amount and commission rate as appropriate for each row.
| Group/Field | Things to know... |
|---|---|
|
Premium/Non-Premium (available for split commission only) |
Click New Split Agency Comm on the section menu to add rows for split commissions, then enter the appropriate premium/non-premium amounts for each row. These fields are not available if you are not splitting commissions. |
|
Percent |
Enter the new commission percent if applicable. Typing in a new commission percentage automatically updates the Comm Amt (commission dollar amount) field. |
|
Comm Amt |
Enter the new commission amount if applicable. Typing in a new commission amount automatically updates the Percent (commission percent) field. |
|
Method |
This choice determines how the commission is calculated. Select the appropriate method.
|
|
Status |
This is the type of commission. Click the drop-down arrow to see available choices. |