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)

Invoicing your agent’s / broker’s

When creating an invoice individually you’ll see in the details section of your agent’s / broker’s billing, their recurring charges to include.

By clicking on Include recurring charges, the invoice element is created on the bill along with the taxes.

Once all invoices have been added, click on SUBMIT at the top of the page.

If you are creating batch invoices and would like to add recurring charges for your agent’s / broker’s, follow the steps in this article https://nexone.atlassian.net/l/c/7ms6PupS