Direct Bill: Create A Check For Return Commission

	Required Software Version: March 2014
	Legacy Instructions Available: Click Here
	Related Pages
	Commission Builder; Commission Download; Direct Bill: Commission Statement Processing;
	Related Categories
	Checks; Direct Bill; Download; Receivables;

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.

Select Company -> 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.

Enter the bank code and check number, or select search to find the on-account check.
Verify the payment details, then select Ok.
Follow the normal review and processing steps.

To optionally process the commission statement without creating a payment, use the steps below.

Select Company -> Reconcile Company Receivables (Direct Bill).
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.

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