Remove an agent from an account or subscription

Removing an agent from an account or subscription stops any commission earners associated with the agent from earning commission on that account or subscription.

This task explains how to remove an agent from an account or subscription.

  1. Search for the account or subscription to remove the agent from, then double-click the account or subscription entry in the search results.
    The Account summary page is displayed for an account result, or the Subscription summary page is displayed for a subscription result.
  2. Do one of the following:
    Option Description
    To remove an agent from an account
    1. On the Account Menu Tree, click the Disclosure triangle to the left of Account, then click Commissions.
    2. Click Edit next to the relevant agent.
    3. Enter the date to stop paying commission in the Don't pay commissions on invoices after field, then click Save.
    4. Click Continue.
    To remove an agent from a subscription
    1. Click View next to the Agents field.
    2. Click Edit next to the agent entry.
    3. Enter the date to stop paying commission in the Don't pay commissions on invoices after field, then click Save.
    Note: If only Account is displayed next to the agent entry in step 2 then the commission was set at the account level. Follow the instructions to remove an agent from an account.
    Note: If you end date a commission prior to commission already paid Smile will debit the commission earner.