Syncing All Agents to the Same Payment Plan
Spiro will allow you to set a company default for payment plan (when your agents pay you) and we will also allow you to override this payment plan on each agent.
Especially during your initial setup this can lead to not having all agents in sync for your preferred payment plan.
1. Click on Settings…
2. Click on Invoicing
3. Click on General
4. Set your Default Agent Payment Plan (syncing comes in the next step)
5. Click on Save Changes
6. Click on Update Agent & Company Payment Plans
7. Click on Update Agent Payment Plan
8. Select All Agents and Use Default
9. Click on Update
