How to Input Disbursement Instructions

Follow

Disbursement instructions can be seen on the Disbursement PDF on the Edit Deal page. They define how the money is to be paid. They're just notes with any additional instructions.

You can add disbursement instructions through the following methods in Zipi:

  1. Contact Card
  2. Deals Page
  3. Rules Page

1. Contact Card

1.1 Payment Methods

  1. Go to the Contact card > Payment Methods

    blobid0.png

  2.  Scroll to Deal Payouts and enter your disbursement instructions here

    blobid1.png

  3. Once that is done, click Update

    blobid2.png


  4. You will now see the disbursement instructions under Payment Methods when you view the Contact

    blobid3.png

 

1.2 Compliance

  1. Go to the Contact card > Compliance

    blobid7.png

  2. Scroll down to Compensation Attributes

    blobid8.png

  3. Add a text compensation attributes

    blobid9.png

  4. Enter your disbursement instructions

    blobid10.png

  5. Update the Contact

    blobid11.png

  6. You should see these under the Compliance tab when you view the Contact

    blobid6.png

  7. Now when you go to Rules and set disbursement instructions there, you will have two options
    1. Type in the disbursement instructions

      blobid8.png

      • You will see these on the Disbursement PDF

        blobid11.png

    2. Click the compensation attributes icon

      blobid9.png

      1. Select the text compensation attributes you set for that Contact on their contact card

        blobid10.png

      2. You will see these on the Disbursement PDF

        blobid5.png

2. Deals page

  1. Go to the Edit Deal page > Disbursement Card and choose the agent/company
  2. Click that entity's card and you will see the default disbursement instructions (if you have any)

    blobid16.png

  3. Click the lock icon to override these

    blobid17.png

  4. Enter your new instructions and save the deal

    blobid18.png

 

3. Rules Page

  1. Go to the Rules page, choose your compensation profile, and choose the element you want to add the disbursement instructions to
  2. Enable Disbursement Instructions

    blobid0.png

  3. Enter your new instructions

    blobid1.png

  4. Click Save Changes

    blobid2.png

 

Which Instructions are Displayed on the Disbursement PDF?

Deals has the highest priority and Contacts has the lowest.

  • If you just have the Contact card disbursement instructions, they will be used by default

    blobid4.png

    blobid5.png

  • If you have both the Contact card and Deal card disbursement instructions, the deal card instructions will be used

    blobid4.png

Comments

0 comments
Article is closed for comments.