Invoices

From this section, you will be able to create individual invoices for 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.

Sending your Invoice:

Once your invoice is complete and submitted, you will need to select between

• Print unprinted invoices

• Send unprinted invoice by email

For example, select Send unprinted invoices by Email

• In the information section, you be informed of the number of invoices that are about to be sent.

  

When selecting YES to Mark invoice sent by email as printed, the red circle will change to a green check mark.

• In the EMAIL section, you can add a subject header as well as an email in the language of your choice.

• When complete, Send By Email.

Once your email has been submitted, a message with appear.

Process All Invoices Currently in Edit Mode:

As you may have noticed there are 3 options at the top of your page. The final option allows you to send off any invoices that were simply saved and not processed.