When creating To create a recurring charge in a n an agent’s / broker’s profile, you must first create the invoice elements.
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In this example, we will be creating monthly office fees. |
Invoice Elements
Go to: Administration > Setup > Invoicing elements > Items.
Click CREATE.
Complete the invoice item profile.
Item no: Automatically generated
Billing group: Select your category
GL account: Select from your GL list
Name: French / English / Spanish
Quantifiable item: Select Yes
Unit Cost: Fixed amount to charge
Item Grouped in Invoicing Split Favorites: Yes or No
Active: Yes
Available in Express Billing: Yes
Available in Recurring Charges: Yes
Comments: optional
Taxable
If you need to exempt taxes, edit them here. (In this scenario, the taxes will be applied)
Adding
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recurring charges to an agent’s / broker’s profile
Select recurring charges in the agent’s / broker’s profile.
Select ADD.
Complete the mandatory fields in the recurring charge profile.
Invoice Element: Select Fix fees - Office rental
Quantity: automatically generated
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from invoice element creation
Unit Price: automatically generated
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from invoice element creation
Start Date & End Date: Only applicable if for a certain time period. If not, leave blank
Recurrence: Select billing
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recurrence ( in this scenario - Monthly)
Invoicing your
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agent /
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broker
When creating an invoice individually you’ll see in the details section of your agent’s / broker’s billing, their recurring charges to include.
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By clicking on ‘'Include recurring chargescharges’', the invoice element is created on the bill invoice along with the taxes.
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Make sure to select check “Include” in the details section. |
Once all invoices invoice elements have been added, click on SUBMIT at the top of the page.
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Once your invoices have been completed, select Process All Invoices Currently in Edit Mode at the top of your page to process your invoices. |
If you are creating batch invoices and would like to add recurring charges for your agent’s agent / broker’sbroker, follow the steps in this article https://nexone.atlassian.net/l/c/7ms6PupS
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