How Do I Use the Agent Billing Wizard

How Do I Use the Agent Billing Wizard

  1. Click Sales
  2. Click Invoices
  3. Click agent billing
  4. When Invoice Wizard opens, step 1 will show first
  5. Choose Agents
  6. Click Next
  1. Choose the company of the Agent
  2. Choose the office of the Agent
  3. Check the box next to the Agent
  4. Click next
  1. Check the box to select the invoice type
  2. Click confirm

There are two settings that can be used separately or together when generating charges:

Include recurring billing items - This will generate charges for recurring bills set up on the agent's profile

Include reimbursable items - This will generate charges for agents who owe money for expenses paid by the company in advance

On step 4, it will show the generated records of Invoice.

Need more information about setting up recurring or incidental billing for agents?  The following articles may be helpful:

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