Agent Entry Screen – Burger Menu
Marketing > Agent > + Agent > Agent Burger Menu In the Agent burger menu, you will find three additional options: Note: In Contact Information… Read More »Agent Entry Screen – Burger Menu
RTO agent management
Agent Payment Final Confirmation screen
Marketing > Agent Dashboard > Agent Commission Payment step 1 > Commission payment step 2 > Agent Payment Final Confirmation This is the payment confirmation step… Read More »Agent Payment Final Confirmation screen
Agent Commission Payment Step 2
Marketing Menu > Agent Dashboard > Agent Commission Payment step 1 > Commission payment step 2 On the Agent Pending Payment Step 2 screen, the grid… Read More »Agent Commission Payment Step 2
Agent Commission Payment
Marketing Menu > Agent Dashboard > Agent Commission Payment Step 1 On the Agent Commission Payment screen, you can view commission invoices for agents in a… Read More »Agent Commission Payment
Agent Dashboard – Bonus Invoice
Marketing > Agent Dashboard > Profile tile > Bonus Invoice Icon Agent Bonus is the amount that you wish to raise as an invoice and pay to… Read More »Agent Dashboard – Bonus Invoice
Applications Tile
Student Dashboard > Applications The Application tile provides a summary of all the applications the student has in the system. This will include pending, declined… Read More »Applications Tile
Generate Bulk Invoice
When you have many students with overdue invoices or need to raise fees for a class of students, it can be time-consuming to do so… Read More »Generate Bulk Invoice
Agents Merge Fields
Merge Fields Explanation {Agent Code} Add the agent code in this field {Agent Name} Add the agent name in this field {Agent Phone Number} Add… Read More »Agents Merge Fields
Manage Request Documents
Alerts – General > Student Requests – Done (last 30 Days) > +Manage Request Documents On this screen, you will find a grid displaying a list of… Read More »Manage Request Documents
Cancel Multiple Invoices
Enrolment dashboard > Financial tile > Cancel Multiple Invoice On the Student Financial Detail screen, there is a process for cancelling multiple invoices in bulk. This functionality introduces… Read More »Cancel Multiple Invoices