Difference between revisions of "Direct Bill: Create A Check For Return Commission"
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Newton will automatically detect a return commission balance and change the default pay option from a [[:Category:Cash|cash transaction]], to a [[:Category:Checks|check transaction]]. | Newton will automatically detect a return commission balance and change the default pay option from a [[:Category:Cash|cash transaction]], to a [[:Category:Checks|check transaction]]. | ||
+ | To process a return premium check using reconcile, see [[#Create a Check Using Reconcile Receivables|the section below]]. | ||
=== Create a Check Using Commission Download or Commission Builder === | === Create a Check Using Commission Download or Commission Builder === | ||
#Select '''Other -> Download'''. | #Select '''Other -> Download'''. |
Revision as of 19:58, 26 February 2016
Required Software Version: March 2014 |
Legacy Instructions Available: Click Here |
Related Pages |
Related Categories |
Commission Download and Commission Builder can create a check transaction or use an existing check to pay return commission.
Newton will automatically detect a return commission balance and change the default pay option from a cash transaction, to a check transaction.
To process a return premium check using reconcile, see the section below.
Contents
Create a Check Using Commission Download or Commission Builder
- Select Other -> Download.
- Select the Pending tab.
- Double-Click on the Commission Download or Commission Builder.
- Select Edit Details.
- To view or change the check details, select Payment.
- The payment details are displayed with Create a new check transaction selected. (If unavailable, Click Here.)
- To optionally use an existing on-account check, select Use an existing check transaction.
- Verify the payment details, then select Ok.
- Follow the normal review and processing steps.
Process Commission Download Without Creating A Payment
To optionally process the commission statement without creating a payment, use the steps below.
- Open the commission download/builder details.
- Select Payment.
- Select Do Not Make or Use cash.
- Select Ok.
- Release and process the download.
- Create a Check Using Reconcile Receivables
Create a Check Using Reconcile Receivables
The following steps are only needed if the commission download was processed without creating a payment.
- Select AR -> Reconcile Receivables.
- Enter the company code, and verify the date range is broad enough to find all invoices.
- Deselect Create or use existing cash transaction.
- Select Ok.
- Right-Click on any item, and select Pay All In Full.
- Select Payment Details…
- Select Create a new Check transaction to pay.
- Verify the check type as either Wire or Regular. (You do not need to enter an OA department or OA amount)
- Select Ok.
- Select Perform Reconciliation.