How to generate and send an invoice to a lawyer or other brokerage

Owned by Marianne Desrosiers (Unlicensed)
Last updated: Jul 07, 2021
3 min read

Once your transaction is accepted and firm, you can now generate and send invoices to notary or other brokerages from the transaction itself. The system will autopopulate the letters with the transaction information.

 

First, open the transaction with the pencil and go to the Letters section:

 

1- Letter to Lawyer/Notary

To generate the invoice letter for the lawyer, go in the Lawyer/Notary section and click on Lawyer/Notary Letter.

Select your templates and the agent responsible, click on Submit.

You can look and modify your letters templates in : Administration - Setup - Manage Templates - Letter Templates

In the Edit Letter page, you can modify the body of the letter and choose the sharing type for your EDM. Once your modifications are completed, you can export the letter in PDF, Excel or Word. You can also choose how to send the letter to the lawyer/notary. Click Save and Close to save the letter in the Generated Letters section.

 

Send by Email

The letter will be sent as an email, choose the email address and click Next, you can modify the recipients or the text. You can also add other documents to your email.

Click Send to send the email or Save and Close to save it to send later.

 

Send as Email Attachment

The letter will be sent as an attachement to the email, choose the email address and click Next, you can modify the recipients and create a message for your email. You can also add other documents to your email.

Click Send to send the email or Save and Close to save it to send later.

 

You can aslo send the letter to lawyer by fax, if configured in your office

 

2- Letter to other brokerages

In the Letters page, click on the icon in the section Listing Office (invoice to the listing office) or Billable in the case where you are invoicing a collaborating office.

You can verify the billables in the Receivable/Payable page.

Select your templates and the agent responsible, click on Submit.

From the Edit Letter page, you can Save and Close, open as a PDF, Word or Excel document, send the invoice by email or as an attachment, or by fax. See the section above on lawyer letters for details.

 

NOTE: You can access the generated letters or emails from the top buttons:

 

Completed!