This article describes processes for turning Seller Settlement processing on and off, as well as features on the Seller Summary page and steps for editing Seller Settlements, including adding seller payments. For information on seller commissions, see Seller Commissions. For information on emailing Seller Settlements, see Emailing Seller Settlements.
Turning off Seller Settlements
Turning on Seller Settlements
The processing of Seller Settlements can be turned on at a company level or auction level. However, the processing must be turned on before they will appear for an auction.
Company Level
To turn on Seller Settlements at the company level:
- Navigate to My Links > Company > Profile.
- Click on the Preferences tab
- Select the Seller Invoices tab on the left side of the page.
- Check the Turn on Seller Invoice Processing box.
- Click the Disk icon in the top right corner of the page to Save.
This will automatically turn on Seller Settlement processing for any auction created after these changes were made. For any auctions created after these changes are made, Seller Settlement processing must be turned on at the auction level before Seller Settlement will appear for the auction.
The processing of Seller Settlements can still be turned off or paused at the auction level if they are set at the company level. For more information, see Turning Off Seller Settlements.
Auction Level
To turn on Seller Settlements at the auction level:
- Navigate to the applicable auction on the Dashboard, then select Accounting > Sellers.
- Click the Play button (arrow) in the top right corner of the page.
If clicking the Play button does not turn on Seller Settlement processing:
- Navigate to the applicable auction on the Dashboard and then select Auction > Edit Settings.
- Click on the Invoices tab.
- Check the Process Seller Settlements box in the top left corner of the Invoices tab.
- Click the Disk icon in the top right corner of the page to Save.
Seller Summary Page
The Seller Summary page displays all of the sellers registered for the auction. To access the Seller Summary page, navigate to the appropriate auction from the Dashboard, then select Accounting > Seller.
To quickly locate a Seller, begin typing their name into the Search field. This will filter the Seller list.
Clicking on a Seller will open their Seller Settlement. If clicking on a Seller does not open the Seller Settlement, click the Arrow icon in the top right corner of the page to turn on Seller Settlement processing. Once processing has been turned on, clicking a Seller should open the Seller Settlement. 
The information visible on the Seller Summary page can be changed by clicking the Columns button on the right side of the page. Clicking on a column header will either add it or remove it from the page display. The column headers in white will be displayed, while those in blue will not be displayed. Scroll left and right to see all of the columns on the Seller Summary page.
To export the data from the Seller Summary page, click the Export button on the right of the page and select the desired file type.
To add a payment to a Seller Settlement, check the box to the far left of the applicable Seller and then click the Dollar Sign in the top right corner of the page. A pop-up window will open. Use the fields to enter the payment information and then click the Save button. The Seller Settlement will be updated to reflect the payment.
Printing
The Seller Summary page can be printed by clicking the Printer icon in the top right corner of the page and then selecting Print Summary Page.
To print all of the individual Seller Settlements, click the Printer icon in the top right corner of the page and then select Print Seller Invoices.
To print a select number of Seller Settlements, check the box located to the left of the Seller Settlements and then click the Printer icon in the top right corner of the page and then select Print Seller Invoices.
To print an individual Seller Settlement, click on the applicable seller and then click the Printer icon in the top right corner of the page. See below for information on editing Seller Settlements prior to printing.
To print an individual Seller Settlement in landscape orientation, click on the applicable seller and then click the Print Landscape button in the top right corner of the page.
For information on printing checks for sellers, see Printing Office Checks.
For information on emailing Seller Settlements, see Emailing Seller Settlements.
Turning Off Seller Settlements
If invoices are loading too slowly, or clerking is lagging, turning off Seller Invoice Processing may help.
- Navigate to the applicable auction on the Dashboard, then select Accounting > Sellers.
- Click the Pause button in the top right corner of the page.
- "Seller Settlement Processing Off" will display at the top of the page.
If clicking the Pause button does not turn off Seller Settlement processing:
- Navigate to the applicable auction from the Dashboard, then select Auction > Edit Settings.
- Click on the Invoices Tab.
- Uncheck the Process Seller Settlements box in the top left corner of the Invoices tab.
- Click the Disk icon in the top right corner of the page to Save.
Seller Settlement processing can be turned back on after all lots are clerked.
Editing Seller Settlements
Changes can be made the seller information, seller contract, and the settlement itself via the Seller Settlement.
Clicking the Edit Contract link under the Seller Number will open the Seller's information page. Here, edits can be made to the seller's contract. Edits can also be made to the Seller Code, Max Expense, and Check Payable To information. Click the Disk icon in the top right corner of the page to Save changes.
For information on editing commission, see Seller Commissions. Commissions that from those that appear on the seller's contract will appear with two asterisks (**) to indicate the change.
From the Seller's information page, click the Edit link to the right of the Seller's name to open their customer information page. Here, edits can be made to the Seller's personal information, like the home address, phone number, email address, personal ID, etc. Click the Disk icon in the top right corner of the page to Save changes.
Certain items can be hidden on the Seller Settlements. To hide items, click the Gears icon in the top right corner of the Seller Settlement. Check the box to the right of the item to hide, then click the Apply Options button. The items will no longer be visible on the Seller Settlement. 
The columns that appear in printed Seller Settlements can be changed by navigating to a Seller Settlement and then clicking on the Columns button on the right side of the page. Click on the Column Headers to add or remove them from the Seller Settlement. The Column Headers in white have been added to the Seller Settlement, while those in blue have not. The changes will only impact the individual Seller Settlement and will revert once the user navigates away from the Seller Settlement.
There is a limit to how wide the Seller Settlement can be. If too many columns are selected, they may be cut off. To preview the Seller Settlement, click on the Printer icon in the top right corner of the page. A new window will open displaying a PDF of the Seller Settlement. This is how the document will appear when printed and emailed. For more information on printing Seller Settlements, see Printing.
For information on adding, editing, or removing expenses and credits on Seller Settlements, see Expenses and Credits.
Seller Payments
To add a payment to the Seller Settlement, click the Add Payment link on the Seller Settlement. A pop-up window will open. Use the fields to enter the information for the payment and then click the Save button. The Seller Settlement will be updated to reflect the change.
Printing checks will also apply a payment to the seller. For more information, see Printing Seller Checks.
To edit or remove a payment from a Seller Settlement, navigate to the Seller Summary page (Current Auction > Accounting > Sellers) and scroll to the right to view the Payments column.
- Click the Pencil icon in to the right of the amount to edit the payment. A pop-up window will appear. Make the desired changes and then click the Save button.
- Click the X to the right of the amount to delete the payment. A pop-up window will appear. Click the Ok button to confirm.
Troubleshooting
Seller Settlement Processing Won't Turn On/Off
- If clicking the Play button does not turn on Seller Settlement processing, see the applicable steps listed above.
- If clicking the Pause button does not turn off Seller Settlement processing, see the applicable steps listed above.
Duplicate Seller Settlements
If there's more than one Seller Settlement for a seller and one contains as asterisk (*) followed by the number 1, there was likely an inconsistency with the capitalization used on the alphabetical seller code. If alphabetical seller codes are being used, capitalization must be consistent. For example, if the seller code assigned to the seller is "JD", the code entered will always need to be "JD" rather than "jd" or "Jd".
To determine if this is the issue, navigate to the applicable auction from the Dashboard, then select Auction > Preview Auction. Click the Columns button in the top right corner of the page and verify that the Seller column header appears in white. Column headers in white will appear on the auction preview, while those in blue will not. Sort the Seller column and scroll through the lots to see which lots have a capitalization issue. Double click on the seller field to edit the seller code to correct the capitalization.
Incorrect Expense Amounts/Totals
For information related to expense issues, see the Troubleshooting section of Expenses and Credits.
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