Training Tasks Group 10 - Agent Billing
In darwin, users can set up recurring agent bills and invoice the agents. Training Tasks for Certification of Training Task Group 10 will show users how to set up and invoice agents for all Agent Billing needs.
Due to recent updates of the darwin software, some screens have changed. Please know that the written steps will be accurate, what you see on the video may show a slightly different screen.
It is important to note: Never use the same property or person record for different tests. If a property or person record has already been used by yourself or a co-worker, select a different record to perform your Training Task. Failure to follow these rules will keep either you or one of your co-workers from getting full credit for completing the Training Task.
Recorded and written instruction for each Training Task in Group 10 - Agent Billing are found below.
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- 10.11 Add a new recurring Billing item to Master list
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- 10.12 Edit a recurring bill item
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- 10.13 Add a recurring bill placeholder
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- 10.14 Invoice an Agent from Payables with: Invoice Now
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- 10.15 Add recurring bill items to an Agent's profile
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- 10.16 Edit a recurring bill item on an Agent profile
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- 10.17 Agent Billing Wizard
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- 10.18 Store Agent Billing Documents Online
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- 10.19 Reclassify GL Accounts on Invoices
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