This month we wanted to spotlight a couple of tricks for modifying payments, as well as a new feature that is certainly going to be a treat for both you and your agents.
Tricks for Modifying Payments
There are numerous reasons for payments needing to be modified. Whether an invoice was paid short, a referral was added to the deal, or the rent schedule required to be adjusted, adjusting the billing can be done in a few areas within the system. Check out our new videos for a thorough explanation of how and where these changes can be made.
Treat Yourself to Some Extra Time!
Previously only accessible by administrators through Accounting reports, agents can now access and print their own Agent Expenses report using the reports section on their Pipeline page. This report will show how much they paid in each deduction category and how much they still owe to the company. Be sure to click this link for a detailed explanation, and then forward it throughout the firm to help your agents see where their money is going.