Allowances
Overview:
In this article, we will cover how to use allowances. Please find the available resources below.
Important to know:
This feature is not a default feature and would need to be requested through your Customer Success Manager to be enabled.
Understanding Allowances:
- Allowances are like 'Coupons'. From the financial side, they are not accounted for until used (not to be confused with credit memos from accounting).
- Credit Memos are like 'Gift Cards' and the expense is already accounted for on the financial side, even before being applied.
- Agents can apply an allowance to any open or overdue invoice that has allowance available.
- Brokerage can control which invoices allowance can be used on by following this link for instructions in BE Accounting inferface.
- If an agent has never received an allowance, they will never see the allowance button.
- Once an agent has received an allowance, they will have access to see their allowance history.
Note:
For more information on how to reduce the allowance amount or add a deposit for the agent allowance, please refer to the resources below:
Add Deposit for Agent Allowance
Quick References:
Link to Full Step-by-Step Guide
