Manage payees on a crediting transaction

Payees on a crediting transaction are primarily set up in the Credit & Payees split section of the crediting rule. You can add payees ad-hoc to a transaction when they do not fit the payee splits criteria.

Add payees ad-hoc

1. Go to Commissions > Crediting Rule.

2. Find and select the crediting rule where you want to update the payees for a transaction.

3. Click Transactions tab.

4. From the Transactions table, find the transaction you want to add payees to.

5. Click the menu ⋮ > Edit Payees.

6. Complete the following fields:

   Field	Description
   Select User	Select the name of the user you want to add.
   Role	Select the role for the user you want to add the split to.
   Percentage	Type the percentage for the split.

7. Click Add.

8. Add as many payees ad-hoc as you need.

9. Click Update Payees.