Marketing Menu > Agent Dashboard > Agent Pending Payment Step 1 > Agent Pending Payment Step 2
On the Agent Pending Payment Step 2 screen, the grid will display all the commission invoices that were selected in Step 1.
- Payment Details
- Agent Commission Invoice
Payment Details
The Pending Payment Details section will replace the filter section on this screen. In the Pending Payment Details section, you must enter the payment details for the selected invoices. This includes information such as the payment date, payment method, and payment reference number. Once this information is entered, you can review the pending payment invoice before finalizing it. The Pending Payment Details section on the Agent Pending Payment Step 2 screen is where you can enter the necessary payment details to create a pending payment invoice.
You are required to enter the Agent Invoice number and Agent Invoice Date for the selected commission invoices in the Pending Payment Details section. Once these details are entered, the system will automatically populate the values in the Inv. No. and Inv. Date columns in the grid for each selected invoice. This automation ensures that the correct information is recorded for each commission invoice, making it easier for you to keep track of payment details. By entering the Agent Invoice number and Agent Invoice Date, users can ensure that the correct information is associated with each commission invoice in the grid.
IMPORTANT – If an agent has not sent any invoice yet, you can leave the Agent Invoice number and Agent Invoice Date fields empty when creating a pending payment invoice on the Agent Pending Payment Step 2 screen. These fields can be edited in the future once the agent provides the necessary information.
The Scheduled Payment Date is the only mandatory field that must be filled in to save the pending payment batch. This field specifies the date on which the payment for the selected commission invoices is scheduled to be made. By leaving the Agent Invoice number and Agent Invoice Date fields empty for agents who have not yet provided this information, you can create pending payment invoices for those agents without delay. Once the agent provides the necessary information, these fields can be updated to ensure that the correct information is recorded for each commission invoice.
Agent Commission Invoice
It displays a grid with detailed information on each invoice associated with the agent’s commission. Here, you can see invoice numbers, dates, student details, campus and program information, and financial breakdowns. This includes columns for Student Invoice Amount, Amount Received, Agent Commission Amount, and the Outstanding Balance for each invoice. The invoice number, date, and payment amounts can be manually entered with ease. This screen provides a clear and organized way to track, allocate, and manage pending payments to agents, ensuring accurate and timely commission disbursement.
Once you confirm all the details have been properly updated, you can click on the Save button to finalize the payment, and the system will take you to the Agent Payment Final Confirmation screen.