How to make an Agent Incorporated

• Open the Contact of the agent whose incorporated name you would like to change
• Go to the Accounting tab
  • Then choose the vendor tab on the accounting tab
• Open the Vendor Account
  • Click the overridden name on payments box & type in incorporated name in Name Override.
  • Save & Close the Vendor account

• Open the Contact of the agent whose incorporated name you would like to change
• Go to the Accounting tab
  • Then choose the customer tab on the accounting tab
• Open the Customer Account
  • Click the overridden name on payments box & type in incorporated name in Name Override.
  • Save & Close the Customer account

You will need to add a Tax Agency Relationship as well.

• Open Contact --> Relationships.
• Filter = Tax Agencies.
• Click + at the bottom to add new relationship with Receiver General.
• Start Date = Day they became incorporated. Make sure to click is incorporated.

The name on the Commission cheques will now be the NEW corporation name.