The Check payment provider allows you to payout commissions to associates with a paper check. This is the default money out payment provider in the system; however, in order to pay commissions with checks, you have to enter your company and bank details into the Checking Information template.
What We’ll Cover
- Finding the Page
- Editing Checking Information
- Printing a Sample Check
- Testing a Commission Check Payout
- Marking Check Payment Status as Paid
Finding the Page
In Corporate Office, navigate to: Administration > Advanced Settings > Checking Information.
Editing Checking Information
Click the Edit button.
The Checking Information pop-up window displays.
Enter your company’s Bank Name.
Enter the bank’s street address, suite number, or P.O. box number in the Address Line 1 field.
Enter the bank’s city, state, and ZIP code in the Address Line 2 field.
Add your company’s bank Routing Info.
Upload your company’s Check Logo Image by clicking Choose File and selecting an image from your computer.
Upload an authorized Check Signature Image by clicking Choose File and selecting an image from your computer.
Once all configurations are complete, click Save.
Printing a Sample Check
Click the Print Preview button.
Your computer’s Print dialog box opens where you can print a sample check.
Testing a Commission Check Payout
The chosen payment provider (in this case, Check) is applied to the next Commission Run. In order to test that the commission payments will work as intended, you can make a Payment Adjustment to a test associate.
Navigate to: Commissions > Payables.
To add an adjustment:
Click + Adjustment and select Add new adjustment.
The Add Adjustment pop-up window opens.
Enter the name or ID of the test Associate.
Enter an Amount of the adjustment.
Enter the Description of the adjustment.
Type any Notes on the adjustment.
In the Approved By field, type the name of the user who approved this adjustment.
Click Add Adjustment.
The preceding instructions can be completed any way you want, as it’s just a test.
After adding the adjustment, you can see that the test associate has the Check payment provider.
Marking Check Payment Status as Paid
In order for a commission check payment status to be marked as Paid, you have to print the checks in the Payment Approval page.
Navigate to Commissions > Payment Approval.
Select the checkbox next to Check or next to the associate’s name you want to process.
Click Process Payments.
The Process Payments pop-up window opens requesting confirmation.
Click Process to proceed.
You are navigated to the In Progress tab, where you payments have a Batched status.
To change this status to Paid, click Print Checks.
The Check Number pop-up window opens with the next check number filled in the field. If you need to, you can update the Check Number and click Submit.
If you’ve added your check information into the system, then a printable check will open.
If you handle your check printing outside the system and haven’t set up your checking information, you’ll get an error page; however, this isn’t anything to fret about. By clicking the Print Checks button, the payment’s status is changed to Paid regardless if the checks are actually printed; allowing your payment records to be accurately reflected within the system.