How to Void and Redo a Deal Payout

Open the deal finder and search for the deal in question

Change the Status of the deal to Completing and Save.

For Trust Voids

• Go to the Financials Tab
• Right click on the on the trust lines you would like to void (VINs)
  • The deal transfer or
  • The other brokerage or referral chq
• Click void
• Repeat for as many lines that need to be redone.

If there is only trust to redo, you can proceed to the Deal Payout screen or Single Deal Payout screen and process normally.

If there are commission cheques to void and redo continue with the next steps before proceeding to

• Go to the Financials Tab
• Right click on the on the Commission line you would like to void (VINs)
• Click void
• There will be a warning message that pops up telling you that other documents will be voided
  • This is just telling you that the program will be voiding the previous deductions so you can re-run them
• Repeat for as many lines that need to be redone

Proceed to the Deal Payout screen or Single Deal Payout screen and process normally.

There are 2 documents that get created when doing Payouts a Vendor Invoice (VIN) and a Vendor Payment (VPM). 

The above steps only void the VINs. There will be Tasks on your homepage directing you to either void the old VPMs or apply the new VINs to the old Payments (VPMs).  If you have printed New Cheques then you must void the original. If you are not printing new cheques then the New Invoice should be applied to the old payment (VPM). Click the actions button next to the document number to open it up and check the applied documents tab to check if everything is complete, when it is you can right click on the task and Complete the Task.