Agencies

Edit

Agencies

back

WORK IN PROGRESS - Please understand that we are actively rewriting much of our documentation and this page is currently "under construction"; if there's anything that you'd like to see added to and/or expanded upon, please let us know by sending us a smile.

Edit

Layout

The agencies window shows you a list of all agencies entered into the system. It can be accessed from Settings.

Image


Edit

Main Menu


Edit

Columns

Standard


Additional




Edit

Agency

back

The agency window contains all of the information about each agency.

Image




Edit

Contact Info

You will see two address sections in this tab. The first is the physical address of the agency. It can also be the mailing address for invoices.

However, if the agency uses a P.O. Box for their mail, you have the option to add a second billing address. Uncheck the box next to the world "Same" in the Billing Address section to enter the billing address.

The phone section allows you to store a phone and fax number for the agency.

Edit

FAQ

Is there a way I can set up a Customer with the RevenueSource of "Regional Agency Net" to always be 0% AgencyCommission or do I just have to manually do it within each Contract?


Table of Contents [Hide/Show]