Chapter 19 - Creating an Invoice/Establishing Agent Receivable Balances

Create Invoices Screen (Invoice Template Method)

Creates an invoice based upon an agent’s individual template (from the agent’s record)

Enter desired invoice date

Want to use same day for each month (e.g., 01/31/2000, 02/28/2000, 03/31/2000)

Highlight an agent and use small right arrow to select one agent (move to selected block)

Use large right arrow to select entire list (move all to selected block)

Use left arrows to remove agent(s) from selected block

Hit “Create Invoices”  to create and complete actions screen will close

Go to Work With Customers Icon or Batch Posting Icon to review/update/edit the invoice(s)

Sample Create Invoices Screen