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
When there is a red circle on your printer image, this means it has not been printed.
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.
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