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