How to Move Charges from Agent to Company pay
There may be times on an order you need to take a charge billed to an agent and invoice the company. Or vise versa have billed the company but need to have the agent pay for that service. On the Order Details page in the Order Overview is where you can make these changes
1. Click on Orders (or find the order in universal search)
2. Click on cell
3. Click on Order Details (Created)…
4. Check Show Company Pricing
5. Now you will see 2 columns - Agent Pay and Company Pay - Click on the Pencil Icon for the charge you wish to Modify
6. Change the price to $0.00 (if you are removing this charge to the agent
Fill in the rest of the information and click Save
7. Now let's add that charge to the company column - Click the Pencil to Modify
8. Enter in the Charge and all other info - Click Save
9. Done - you have moved the agent pay portion to company pay - Click Save
