How do I Invoice Agents while Entering Bills to be Paid

How do I Invoice Agents while Entering Bills to be Paid

Start by adding a payable

  1. Click Bills menu
  2. Click Enter bills submenu
  3. Click the (+) new button
  4. Choose the company from the dropdown list
  5. Choose the vendor by clicking the magnifying glass button
  6. Choose the voucher type
  7. Enter the order date entering on the field or choose from the calendar icon
  8. Click (+) start new
  1. Click click here to add a new row

In entering a bill, sometimes user choose an office where the expenses made will be charged.

  1. Select the office from the dropdown list
  2. Select the account what is the expense to be charged
  3. Enter the description of the expense made
  4. Enter the amount

To go from one field to another and finish entering a line charge in the bill, press tab key until cursor returns to the beginning of the line.

Sometimes, when user enter a bill, instead of charging the office, user charges the expenses to an agent.

  1. Select an agent from the dropdown list
    • The account 6-1001 - Agent Personal exp will automatically put in the field
  2. Enter the description of the expenses charged to the agent
  3. Enter the amount

User may charge multiple agents by selecting different agents on each line of the payable. User can also charge the same agent multiple times with different amounts or descriptions on each line.

Sometimes, the charge to an agent is associated to a property address. To add the property address in the details:

  1. Double-click the property field
  1. Enter a portion of the property address
  2. Click search
  3. Double-click the property address
  1. Property address will be added in the bill

Sample of entering multiple agents on one payable.

User can also charge multiple agents on the same bill. For instance, charges to Amity Brewer and Adrienne Beaury were entered on the same bill.

  1. Click the post button when done entering the bill

A bill may contain a combination of charges to different offices and agents.

Charge agents now instead of waiting for monthly billing

Sometimes, instead of waiting for the monthly billing cycle, user want to charge an agent now for the items you just entered into a payable.

To charge the agent now that was entered in the bill

  1. Click the invoice now button
  2. Click the yes button

Message box will display that the 2 invoice has been created successfully. Invoice was created.

To confirm if the invoice has been created successfully, we may look the details of the agent (since agents are also customers) and see how much they owe.

  1. Click the People button at the top of the screen
  2. Click the search button
  3. Enter the name of the Agent
  4. Select Agent as the type of person from the dropdown list
  5. Click the agent
  1. Click the Billing submenu to open
  2. Find the invoice that was created from the Pay Now button on Payables. Click the invoice hyperlink to open.

Repeat the steps to confirm if the invoice has been created successfully for the other agent.

    • Related Articles

    • How to Record Missed Referral Fees and How to Correct the Check Amount Issued to the Agent that was Overpaid. (Agent is Already Paid)

      Missed referral fees may be added to a closed transaction even if this property is already posted. This action will correct the accounting reports related to this property. To enter the missed referral fee, please follow the steps below. Click ...

    • Multiple Primary Agents Specified

      Cause This error occurs on rental transactions that are entered with agents on both sides. Anywhere Real Estate, Inc., formerly Realogy, receives rental transactions as Other Income transactions, and as such, they are not recognized as two-sided ...

    • Reclassify Expenses: On Bills Even If They're Posted and Paid

      Users don’t have to create complex adjusting journal entries. Users don’t need to Unpost or UnReconcile bills and payments. Even if a bill is already paid - and even if the payment has cleared the bank - you can fix the expense categorization on the ...

    • How do I Enter a Bill/Payable to be Paid

      Entering a Bill/Payable When a bill is received by an outside vendor to be paid, it is entered in darwin Cloud as a payable. This article will review entering and posting the payable for a bill. To enter a payable or bill due to a vendor, supplier, ...

    • Agent Pay Bills in darwin Cloud

      darwin Cloud now enables agents to Pay their bills real-time, on-demand in darwin Cloud. When an agent wants to "settle-up", they can pay by credit card or ACH Anytime an agent wants to see what they owe & pay their bill, that functionality is ...