Managing Checks (VIDEO)

How to Edit or Delete Agent Checks in Vacation Creations CRM

Mistakes happen and Vacation Creations makes it easy to fix them. In this video, you’ll learn how to edit or delete checks that have been written to agents using the Check Writer tools in the Vacation Creations CRM.

This step-by-step tutorial covers:

* Where to find Manage Checks in the system

* Filtering checks by all agents or a specific agent

* Editing a check number after it’s been written

* Updating the check date when corrections are needed

* Understanding which fields can and cannot be edited

* When and how to delete a check if the amount needs to be changed

* Rewriting a new check after deleting an incorrect one

Important note covered in this video:

While check numbers and check dates can be edited, check amounts cannot be changed. If the amount is incorrect, the check must be deleted and reissued.

This video is part of our Vacation Creations CRM training series, designed to help agency owners and admins confidently manage agent payments and correct issues without disrupting their workflow.