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Moderator

Re: Customers or class

Thanks for getting back to us, K101.

 

You can write a check in paying your agent. Then, enter their name on the PAY TO THE ORDER OF field.

 

In addition, the option to tagged your agent is unavailable. Thus, you can use Class and then enter there your representative.

 

Here's how:

  1. Go to the Banking menu, then select Write Checks.
  2. On the PAY TO THE ORDER OF field, enter your agent.
  3. Enter the ACCOUNT, AMOUNT, MEMO, and CUSTOMER JOB.
  4. Under CLASS, select the name of your agent.
  5. Then, Save & Close.

You can always visit the Community space if you have other concerns. I'd be happy to help!

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