- 1
Open Agent Payments
Go to Client & Legal → Agent Payments (/case-matter/agent-payments).
Tips- Agents are set up under Masters → Agents
- 2
Record a payout
Select the agent and record the payout amount, date and reference.
What to enter
Field Type Description Example Agent* select Agent being paid — Amount* number Payout amount 2000 Date* date Payout date — Reference text Transaction reference — - 3
Track payouts
Filter by agent and date to review outstanding and paid amounts.
Tips- Keep references for reconciliation