When an Introducer has been set up on CCD, there may be commission splits that need to be recorded. If recorded it will mean that when commissions are added for a piece of new business from an introduced client, the pay aways will automatically be recorded.
Access the Introducers from the 'Contacts' module of CCD:
Select the Introducer for whom the splits need to be set up:
Navigate to the 'Activity' section on the left hand menu. From here click the 'Remuneration' tab:
In here, the default pay away needs to be recorded. This default is used when a commission type is selected for which a commission pay away has not been set up. To record pay aways for different types of commission, click the 'Advanced' tab:
From here, use the drop down grey box (just above this) to select the type of commission that needs a different pay away to the default. Once it shows in the box, click 'Add new commission type':
Record the percentage. Repeat this with the different types of commission until all is done.
Please note, 15% is recorded as 0.15.