As an Admin, you now have the capability to set up predetermined credit and increase items right in commission plans to facilitate pass-through and other functionalities. This functionality improves efficiency and accuracy in handling standardized pass-through fees.
Navigate to the Commission plans section.
When setting up a commission plan, select the option for predetermined credit items according to your preference.
Once added to the commission plan, predetermined credit items will automatically populate when the plan is applied.
In a transaction involving multiple agents, each using a plan with a credit, the credit will populate for each agent.
By following these steps, you can seamlessly incorporate predetermined credit and increase items into your commission plans, contributing to a more efficient and error-free administrative process.