Open the Deal
Change the Status of the deal to Completing
Save the Deal
Go to the Financials Tab
- Open The Vendor Invoice (VIN0000123) for the Agent that was paid incorrectly
- Go to the applied documents and Open the Vendor payment that is applied to this VIN
- In the Vendor Payment form Unapply it from the Vendor invoice
- Save & Close the Vendor Payment
- Close the Vendor Invoice.
Open a Blank Vendor Refund Form(Accouting Menu --> Payables --> Vendor Refund)
- Fund: Commission
- Vendor: The agent that the cheque is from
- Date: The Date of the Refund Cheque
- Reference: The cheque number of the refund cheque or enter CASH if payment method is cash
- Payment Method: Cash or Cheque
- Amount: The Amount of the refund Cheque
- Go to the applied Documents tab and apply the amount that is on that tab
- Save & Post
- Close
Go back to the Deal and the Financials Tab
- Go Back into the Vendor Invoice
- Click on the related documents tab
- Void all the related Documents (i.e. Deductions)
- Close the VIN
- You can now Void the VIN right on the Financials Tab
You can now manipulate the Payable tab to the Agent that should be paid.
Make sure all info is Correct and Payout Deal Normally
Go back to the deal and add a note to the deal tab explaining what has just been done, and why a new agent was paid on this deal.
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