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At the top of the page, select CREATE
Select your agent / non-agent + Next
Within the “Invoicing Profile”
Select your invoice date
Validate the information already completed and edit if necessary
Within the “Details” section, you’ll find
Express billing / Invoice splits / Recurring charges which were previously created and are ready for invoicing. You can select these items simply by clicking on the tab.
It will automatically be put into the lower section.
You can also create a new invoice by clicking on “ADD”
Select your invoice element
The quantity
Unit amount
Description
Save & Close or Save and add a new invoice
Once all your invoices have been created, make sure to select Include. If you forgo this section your items will not be added to the invoice.
The summary section will automatically calculate your taxes (if not exempt)
The “Note (to print on invoice)” is an optional field.
Once you have completed your invoice, you may either:
Save & close to submit at a later time
or
Submit to charge immediately.