Agent Payment Profile Report

Overview:

In this article, we'll cover how to locate and utilize the Agent Payment Profile Report.  This report is designed to provide details related to Agents payment profile setup.  Please find the available resources below.

Permission Level:  Admin + Billing & Compliance

Report Details:

• This report provides details on the following:
  • Does Agent have Credit Card on file
  • Which agents are on Auto pay
  • Who has their account on hold
• Ability to search/filter by agent or office
• Displays quick details on # of open invoices and open invoice amount
• Displays quick details on # of overdue invoices and overdue invoice amount
• Ability to put agents account on hold directly from report (on hold account means an agent can no longer make marketing & services requests through system)
• Provides activity log and payment profile history on each agent profile

• Ability to export to csv/excel

  
  

Navigation:

Link to Step-By-Step Procedure

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