If commission payments aren't automatically pulled into the Commission Payment Queue, you will need to upload a CSV of commission payments before you can process the commission payments.
To upload a CSV:
- Navigate to Policies > Payments > Pending Commission Payments.
- In the Commission Payment Queue, select Upload CSV.
- In the Upload CSV dialog box, select the Download Sample Template link.
- Overwrite the template with your data and save the document.
- Return to the Upload CSV dialog box and select Choose File.
- Search for the CSV file you saved, and double-click it or select Open.
- Select Upload.
Note: If there is an error in uploading the file, an error message will populate and provide an explanation for the failed upload. If the upload is successful, the Message pop-up window will show the following message: Commission payments successfully imported.
- Select OK.
Note: The data you added to the template will now populate the Commission Payment Queue.