First click on Statements
Then search for commission statements that are Not Ready by using the Filter
Select Status, then choose Not Ready
Next, select the statement that you want to link first
Click on View Now to see the statement items that need to be linked
Click on Not Linked
Now link the Product to a client by selecting the correct client.
If the client is already on Commspace, then select the client by clicking on the pencil next to the client
If it is a new client, then add the client by clicking Add
Now complete the client detail and click on Next
Complete the Product detail and click Next
Now add the Product Agreement
Complete the Valid From date and the Agreement, as well as Responsible Partner
💡Top tip: change the valid from date to the first of that month, to ensure that all recurring commission received during the course of the month will link. If we just leave the date as 2019-08-18, then all items prior to this date will not link.
Click Save
