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 supplier in question by using the search function under the 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.