Process a conjunctional agent payment

Summary 

Learn how to pay a conjunctional agent their share when the commission invoice includes the full amount. 

Pay a conjunctional agent  

When you create a commission invoice in Box + Dice, it includes the total commission amount, which does not break down the office and conjunctional agent’s shares. While disbursements are no longer handled automatically, you can still pay the conjunctional agent their share manually.

To pay the conjunctional agent:

• Go to: Sales > Listing  
• Select the Listing
• Click the Accounting Tab
• Click Trust or Statement > + Add Trust Payment

A pop-up box will appear where you can create a new payment.

• Link the Payment to the Commission Invoice  

This is to ensure that the invoice is flagged as paid or partially paid.

• Select the Payment Method

If you are paying manually via EFT to prevent the payment from being processed automatically through an ABA file:

• Select Exclude from ABA  
• Add a Confirmation number if necessary
• Select your Account Type
• Enter the Conjunctional Agent’s Payment Details

If you select Other:

• Enter the conjunctional agent’s bank details

If they are set up as a contact:

• Select a contact’s account to auto-fill their payment details
• Click Save 

Once you’ve completed these steps, make sure to finalise the payment before releasing trust funds or processing other payments in Box + Dice.