Create a New Automated Billing Task

1. Go to Settings
2. Select Darwin AI Training
3. Click New

1. Select Agent Billing as the function
2. Name your task
3. Select a company: either All Companies or a specific company.
4. Set the sort order
5. Click Next

Configure Billing Settings

1. Select Company
2. Select Office
3. Choose who to invoice:
   • Agent
   • Property Management
4. Select billing type:
   • Regular monthly billing
   • Special billing 
5. (for special billing) select a special billing group

1. Select the day of the month for automation.
2. Choose what to include:
   • Recurring billing items
   • Reimbursable items
   • Automatically pay agent bills after creation
   • Post the invoice
   • Include terminated agents
3. Save your changes.

View all automated billing processes under Settings > Darwin AI Training > Agent Billing.