How to Delete an Agency or Agent Commission Statement

This article outlines how to delete an agency/agent commission statement efficiently. It explains the different deletion options and highlights the implications of each choice.

Access the list of agency commission statements by clicking Miscellaneous > Accounting Items > Agency/Agent Statements.
Identify the specific agency commission statement to be deleted.
Click on "Actions" on the left side of the commission statement to be deleted.
Scroll down to find the "Delete" option.
Choose the appropriate deletion option:
- Delete Just the Statement: Deletes the statement from the list while keeping the commission payments marked as received.
- Delete Statement and Commission Payments: Deletes the statement and all commission payments associated with it.
- Delete Statement, Commissions, and Commission Payments: Use this option only for CSV-imported commission statements to delete the entire import.

Confirm the deletion by clicking on "Delete".
Verify that the statement and commission payments have been successfully deleted.

The process for deleting Agent Commissions is the same; however, there are only two options.

Delete Just the Statement: Deletes the statement from the list while keeping the commission payments marked as received.
Delete Statement and Commission Payments: Deletes the statement and all commission payments associated with it.

Ensure that the correct agency/Agent commission statement is selected for deletion to avoid deleting the wrong information.
Be cautious when choosing the deletion option, as it can impact commission payments associated with the statement and is non-recoverable.