How to use "Cash Status" (Sales agent)

Blanca Castillo
Blanca Castillo
  • Updated

Where do I find it?

Partnering > Sales Agent > Cash Status

 

What does it mean?

In this feature, you can check the cash status of your partners. Either all at once or one by one. This feature shows you only the partners with open cash settlements and also allows you to make the cash settlements for them. 

You see how many tickets have been sold by your partners, for how much, the amount of the commission, the deposit amount, and if you owe money to your partners or if partners owe money to you. The sales column does not only show the initial sales prices but also counts the refunds.

Further, you can look at the last 250 tickets sold by each partner. Select the partner and click on the two dots next to the name. The same list as stated above will pop up. Now you can check online and onsite sales and the last 250 tickets in each branch.

 

What should I do?

Check your partner sales. And handle the cash settlement. It is important that you do not forget to do the cash settlement because it has to be done manually.

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How to close a partner's settlement?

We recommend closing settlements at least twice a year. Please note that after 13 months any settlements that remain open will be automatically closed and can no longer be changed.

To close the settlement you should follow the steps below:

Go to Partnering (1) -> Sales agents (2) -> Cash Status (3) -> Select the corresponding partner (4) -> select until which date the settlement will be closed (5) -> click on "Close" (6). 

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