How to Pay Agent ACH from Accounting via Payload

Overview:

In this article, we will review how to perform a Payload Payment for an Agent. Please find the available resources below.

• This feature is only applicable for users with BE Accounting Interface and Payload Integration.
• The Payment will be received by the Agent with a reference to your company rather than Payload. Please be aware that each time a payment is processed, Payload charges a processing fee. Please see your Payload agreement or get in touch with your BE Customer Success Manager for further information.
  • Nacha File is still recommended for agent commission payments, however this feature can be used for unique cases to pay agent bills including after action under payments.
• For instructions on how to link the Bank Account for the Agent from the front end of the system, please click on this link.

Quick Reference:

Link to Full Step-by-Step Guide