How to Process Agent Bill Payment By Payload in the Commission Work Queue

Overview:

In this article, we will review how to perform a Payload Payment for an Agent in the Commission Work Queue. 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.
  • Nacha File is still recommended for agent commission payments.
    
    
• It is also recommended to have a dedicated Bank Commission Account configured in the system for processing Agent Bill payments. Using a commission-specific bank account, rather than recording these payments from the operating account, improves reporting accuracy, and reduces reconciliation issues.
  
  

Please see your Payload agreement or get in touch with your BE Customer Success Manager for further information.

Quick Reference:

Link to Full Step-by-Step Guide