When creating To create a recurring charge in 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 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
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