Account Level Overrides Client Level
    • 22 Mar 2023
    • 1 Minute to read
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    Account Level Overrides Client Level

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    Article summary

    Account Level overrides Client Level

    Commission
    Commission set at an Account level will override being set at a Client Level.


     

    Example:

    Customer calls in and says their Commission is set on Client at 10%, but was only paid 1% for an account. 

    Troubleshooting: 

    Verify commission set on Client Level


    Verify if commission set at Account Level

     

    If there is a difference, would need to either set Account Commission to match the Client Commission, OR remove the commission at Account Level. 


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