Note: If you are an independent contractor and receive your commission payments from your host agency, you will still follow the same steps below.
- Open Payments from the main menu and click + Add Payment.
- Select Paid By: Supplier and Paid To: Agency in the dropdown menus.
- Select the search and select the Supplier from the Supplier dropdown menu.
- The payment date will default to the current date. Change if needed.
- Enter the amount of the commission check in the Amount field.
- Select the appropriate Method (normally check or EFT) from the Method dropdown menu.
- Enter the Check Number or EFT Number.
- Select the account this check or EFT payment was deposited into from the Bank dropdown menu.
- Select Link Reservations.
- This generates a popup with a search menu . By default, the system will display all reservations from the supplier that have a supplier balance.
- The Reservation Supplier filter will default to the Supplier you selected on the Payment screen.
- Enter additional data into Filters such as confirmation number if you wish and click Search to pull up a list of available reservations in your system. Reservations will only show in your search results if their status is Confirmed and they have a supplier balance.
- The columns displayed can be moved around to reflect the view you as a user wants to see. Simply click on the column and drag to a new place.
- For example, you can move the Reservation ARC column to the right.
- IMPORTANT NOTE: Once you customize your columns, click Search to make them stick.
- Check the boxes next to each reservation you wish to apply this commission to.
- Note: Clicking on any items in the Client Name, Trip Name, Traveler Name, Confirmation No, or Supplier columns will open open full details in a new tab. This is very useful if you need to adjust a commission amount quickly.
- Click Link Selected Reservations.
- Check that the Unapplied Payment Amount shows $0.00. The applied amounts should equal the amount previously entered in the Amount field in the Payment Information section.
- Unlink a reservation by checking off the box next to it and clicking Unlink Selected Reservations.
- Edit the Reservation's commission by clicking the purple edit button. This will change the edit button to a save icon and change the commission data to a field where the commission amount can be edited. Clicking the save button immediately updates the commission amount at the Reservation level and updates all balances.
- Click Save & Next at the top right corner of the screen.