Recurring charges for agents / broker's

When creating a recurring charge in a n agent’s / broker’s profile, you must first create the invoice elements.

Invoice Elements

1. Go to: Administration > Setup > Invoicing elements > Items

2. Click CREATE

3. 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
     

4. 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

1. Select recurring charges in the agent’s / broker’s profile

   

2. Select ADD

3. Complete the mandatory fields in the recurring charge profile.

   

   • Invoice Element: Select Fix fees - Office rental

   • Quantity: automatically generated for invoice element creation

   • Unit Price: automatically generated for invoice element creation

   • Start Date & End Date: Only applicable if for a certain time period. If not, leave blank

   • Recurrence: Select billing time ( in this scenario - Monthly)