You may need to change the Provider you use to pay your commissions, this article will show you the steps to update and test your new Provider.

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Permissions

To access the Advanced Settings section, you must have the ViewAdvancedSettings() permission enabled for your Role.

Read more: Assigning Employee Permission Roles

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Changing Your Money Out Provider

Before you can change Money Out Providers, set up an account with your new money out provider.

To see a list of currently integrated providers, please visit the DirectScale Marketplace. If your desired provider is not listed, please contact Customer Care to discuss a possible integration or other options.

Once complete:

1. Add your new Money Out Provider credentials in Administration > Advanced Settings > Merchants.

2. Uncheck the Is live checkbox from your current Money Out Provider and check it for the new one.

   

   Some of the Provider options don’t have an Is live checkbox.

3. Update one Associate to the new Money Out Providers in the Billing and Payment section of their Associate Detail page.

   

   See: Viewing an Associate’s Detail Summary.

4. Complete a manual payment adjustment for the updated Associate, then approve the payment.

5. Verify with your new provider that the money was distributed correctly.

6. Once the test is successful, update all Associates to the new merchant via these 2 methods: Entering the new Money Out MerchantID in Administration > Advanced Settings > Commission or by using the Data Editor. In the SQL section of the Data Editor, run an update statement on the CRM_CommissionMerchant_Active table to update the old MerchantID to the new ID.

7. Update the default Money Out Provider for newly enrolled Associates.

   See: Setting Up a Money Out Payment Provider.

   An account with the new provider will get provisioned once the Associate gets paid commissions. If the Associate needs an account prior to receiving commissions they will need to work with their Provider and establish a migration plan.