Agent Billing: Guide for admins

The Agent Billing module allows owners and admins to automate one-time and recurring fees and helps owners to collect money by charging agent credit cards - read more... 

Setup and configuration 

Ask your assigned implementation specialist to enable this module for your account.

How do I check if the module is turned on for my account?

Users with can access accounting and can manage agent billing permissions will have access to the Accounting module and Agent Billing submodule. 

How can I access agent billing? 

You can access agent billing from agent ledgers.

How do I invoice my agents? 

You can invoice an agent from the agent ledger or transaction ledger by clicking Actions and selecting Add invoice.

You can also do this by clicking the Add button in the main menu and selecting Invoice. 

Here’s a short video explaining how to invoice an agent: 

How do I record a payment received from an agent? 

You can record a payment received from an agent in the agent ledger or transaction ledger by clicking Actions and selecting Record payment received

You can also do this by clicking the Add button in the main menu and selecting Received payment. 

Here’s a short video explaining how to record a payment from an agent: 

How do I apply received payments to invoices?

You can apply a payment from an agent to an invoice while recording the received payment or charging an agent. 

To learn how to record a payment received from an agent, click here

How do I record a payment made to an agent? 

You can record a payment made to an agent in the agent ledger or transaction ledger by clicking Actions and selecting Record payment payment

You can also do this by clicking the Add button in the main menu and selecting Made payment. 

Here's a short video explaining how to record a payment made to an agent: 

How do I record a bill? 

You can record a bill from an agent in the agent ledger or transaction ledger by clicking Actions and selecting Add bill

You can also do this by clicking the Add button in the main menu and selecting Bill. 

Here's a short video explaining how to record a bill:

How do I charge my agents? 

You can charge an agent’s payment method on file in their agent ledger by clicking Actions and selecting Charge agent

Recurring billing automatically charges agent's default credit card. If the payment fails, it will be reflected in the ledger.

Here’s a short video explaining how to charge an agent:

What if the payment fails?

We’ll show a detailed error message and the payment won’t be created. 

Can I charge inactive agents, add payments or invoices for them? 

No, you can’t charge inactive agents or add payments or invoices for them.

How do I manage invoices and payments? 

You can update or delete an invoice or a payment once you open it up from an agent ledger.

 

Read about recurring billing here

Read about money collection automation here

Read about agent ledgers here

 

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