Here’s a step-by-step guide on how to add notes and claims to your commission reports:
1. Go to the relevant report. On the far right of each commission/client row, click the blue "ACTIONS" button and select the "NOTES/CLAIMS" option.
2. You can add a general note or create a formal claim. For claims, select the reason from the dropdown menu and write an additional note if needed.
2.1 Click the "SEND" button to confirm and save your input.
Once submitted, the commission will be flagged as an active claim in the system, visible to both you and your agency.
If you have any questions, feel free to contact our support team via the live chat available in your Apizeal user account. The chat is available Monday through Friday during business hours.
You can also reach out to us through the contact form available 24/7. You’ll receive a response as soon as possible 🤓👍🏼.