Chapter 19 - Creating an Invoice/Establishing Agent Receivable Balances

Charge Agents Button

Used to add a line item entry to existing agent invoices (current month’s open invoices)

• Only works with global agents
• Only unposted invoices are visible

Adds one line item type at a time to an invoice (e.g., phone expense, sign expense, etc…)

Ideal use is once a bill is paid during the month and amount for agents is determined

Must enter a total dollar amount to be allocated to invoices (total amount to be allocated to all applicable agents)

Manually enter a dollar amount to each invoice

Can Auto Allocate total amount to be charged across all invoices if rate equal charge (may have to adjust an invoice amount if auto allocation leaves a remainder)

Click “Add Items to Invoice” to complete billing action

Note:  There are Charge Agents buttons in both the Banking and Payables Tab and also a Charge Agents Icon on the Receivables Tab

Sample Charge Agents Button