Start by selecting “Offices” from the upper navigation window. Click the green “Go” button. Find the office you would like to process the billing for and highlight it. If you have more than one office, you will need to complete the following steps for each office.
On the left-side panel, under the “Billing” menu, select “Queue.”
Pick a date you would like to go back to. Usually, we pick the day after the last date they were invoiced. For example, if you process the invoices on the 20th of each month like March 20th, the date you would put here would be Feb 21st. (After your first time processing the invoices, the system will remember the last invoice date)
Click the “Add Bills From Templates” button.
Notes: Agents who have been inactived will still have a monthly template in case they owe for their monthly invoice, you can inactivate these templates if no longer needed. Mark them as processed and remove. If any invoice appears that you would like to be removed, Mark them as processed and remove.
Next, View the first agent in the list.
Here you can adjust the items already there or you can add a new item. For example, if you needed to change their office fee for the month, select “Edit” to the right of the item.
A new window will open where you could adjust the price of the item. Select “Submit Changes” button when finished editing.
If you would like to add an item, click the “Add New Line Item” link.
Select the “Item Name” from the drop-down, verify the price, and click “Add to Bill” button.
Once you are satisfied with the invoice items, Mark the bill as “Reviewed.”
You can leave an invoice “Open” if it needs further review.
From here, you can click “Save and Next” to review the next monthly invoice making your way down the list., (the window will automatically close once you’ve reached the last invoice), or you can select “Save and Close” to return to the invoice list.
Reviewed items will now be green.
Select the checkboxes next to the reviewed invoices to prepare to send to Quickbooks. They will turn red once selected.
When you’re done selecting the reviewed invoices, select “Send reviewed to Quickbooks & mark SENT TO QB” from the drop down and then click “Go.”
If you have agents that don’t have any variable expenses to be reviewed/or don’t need to review each one individually, you can expedite this process by checking the box in the title bar and marking them as reviewed at the bottom. Click “Go.”
You would then want to select the checkbox in the title bar again, and then select “Send reviewed to Quickbooks & mark SENT TO QB” from the drop down at the bottom and then click “Go.”
Next Steps: See “Send Invoices from Quickbooks” or “Send Statements from Quickbooks”