FinalBooks
FinalBooks Help Center

Agent

How to Create Agent.
  • Go to the MASTERS menu and select AGENT.
  • Click the + ADD NEW button in the top right of the page.
  • Enter DISPLAY NAME AS.
  • Select AGENT COMMISSION.
  • Click ADDRESS INFO TAB in the top of the form.
  • Select COUNTRY and STATE.
  • You can add other details such as their ADDRESS INFO and PAYMENT AND BILLING by navigating through the different tabs at the top of the form.
  • After entering all the details, click SAVE.

Finalbooks Create Agent

How to Edit Agent.
  • Go to the MASTERS menu and select AGENT.
  • Click Action-->Edit in the right of the list.
  • After updating name, click UPDATE.

Finalbooks Edit Agent

How to Delete Agent.
  • Go to the MASTERS menu and select AGENT.
  • Select Action-->Delete.
  • Click DELETE IT to confirm.

Finalbooks Delete Agent