When creating To create a recurring charge in a n an agent’s / broker’s profile, you must first create the invoice elements.
Info |
---|
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
...
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
...
from invoice element creation
Unit Price: automatically generated
...
from invoice element creation
Start Date & End Date: Only applicable if for a certain time period. If not, leave blank
Recurrence: Select billing
...
recurrence ( in this scenario - Monthly)
Invoicing your
...
agent /
...
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.
...
By clicking on ‘'Include recurring chargescharges’', the invoice element is created on the bill invoice along with the taxes.
...
Info |
---|
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.
...
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
...