!!Important Please read before proceeding: Third party paying from Payload CAN NOT BE REVERSED, so please make sure everything is correct before you finalize a payment.

There are different scenarios to consider so please click the on the scenario below to be redirected to the appropriate scenario and their instructions.

Mentor Fee

Payload Bank Account Setup

Payload Bank Account Not Setup

Third Party Payable Fee

Agent Savings Payable Fee

Mentor Fee

Learn more on how to create these types of fees here

1. Click the New button and Selecting your Mentor type deduction from the dropdown
   

1. Click on Change Payee if the default payee is not the correct name
   

1. Search and Select the agent’s name from the search bar>Click Save
   

Bank Account Set Up

Agent’s paid as an Individual

1. Follow Steps above to add fee to deal
2. Click the Pay Directly Link
   

1. Choose the default Recipient

1. Click Pay
2. Confirmation will popup in a new modal window
   

Confirmation of the status of this transaction can also be found in your Integrations/Payload/Transactions page

Agent’s payable to Organization

Please note, when you select your agent’s name and if they’re set up to be payable to their company name (org contact type) the name will default to the organization name when selected

1. Click Pay Directly in the deduction
   

1. Select the Recipient
2. Choose the recipient radio button where the agent with org has an active email address
   

1. Click Pay
2. Confirmation will popup in a new modal window
   

Payload Bank Account Not Setup

Agent paid as an Individual

Follow the same steps above by adding the deduction to the deal>making sure your payee is correct

1. Click the Pay Directly link
2. The Recipient will be already chosen, just make sure the email address is correct
   

1. Click Send Payment Activation
2. Confirmation will be populated in the deal
   

Your agent will be sent an email from payload, see what the email will look like here

Agent Paid as an Org

Follow the same steps above by adding the deduction to the deal>making sure your payee is correct

1. Click the Pay Directly link and in the popup modal, choose the Agent with the email as a recipient
   

1. Click Send Payment Activation
2. Confirmation will be populated in the deal
   

Your agent will be sent an email from payload, see what the email will look like here

Third Party Payable Fee

Because you will never have the bank account information for Third Party Payables, you will always have to send the Payment Activation link when paying these entities out. Please refer to any of the above scenarios where no bank account information is available.