Invoices

From this section you will be able to create individual invoices to your agents / brokers or access past invoices already created.

Go to: Accounting > Accounts Receivables > Invoices

Creating a new invoice:

• 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.