Brokerage Engine Support

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


Click directly on image to enlarge 








Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article