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

If you have been asked to change the payee name or payee address on a commission claim please follow the instructions below. We've used a supplier in this example but the same method applies to venues. 

• Locate the venue or supplier in question by using the search function under the venue/supplier module and then click on the agent tab

• At the bottom of the screen, you will see the payee details

• Click the Copy button highlighted in the screenshot below

• The Payee details will now be copied across to the boxes on the right under Agent Details

• Change the Payee Name in the right-hand box 

• Now click the checkbox that says 'Use these details on invoices/claims'

• Scroll back up to the top of the page and click the green 'Save' button

• The new Payee name will now appear on your commission claim.