Here at Spiro, we aspire to be as flexible as possible to ensure that we can cater to whatever option you’re looking for!
We have two available options here:
Company Pays - click here to learn more
Agent Pays - as stated, the agents will take of the invoices sent over to them
To update Agent & Company Payment plans for your clients to be on the same payment plan (how they pay you) you can use the Update Agent & Company Payment Plans function
If you click on the Update Agent Payment Plan, this pop up should show
You can also select agents to update from this section if you toggle off the All Agents button:
You may also modify the payment plan type here:
As for the companies, you can do the same:
However, compared to the agent pays option, for companies only two payment plans are available: Weekly & Monthly
To get a much more detailed explanation, you can watch this video:
You can always override this default payment plan by individually changing the payment plan on the agent record (under the Edit button)