How to change the payee name and/or address on a commission claim

If you need to change the payee’s name or payee address on a commission claim, follow the steps below.

• Find the venue or supplier
  • Go to the Venue/Supplier module.
  • Use the search function to locate the relevant venue or supplier.
  • Open the record and click the Agent tab.

• Update the payee’s name and/or address
  • In the Agent Details section on the right, update the Payee Name and/or Payee Address fields as required.
    
• Apply the new details to invoices/claims
  • Tick the checkbox “Use these details on invoices/claims” to ensure the updated payee information is used.

• Save your changes
  • Scroll back to the top of the page.
  • Click the green Save button.

Once saved, the new payee’s name and address will appear on your commission claim.