Adding a Purchase - Reinvoicing to Agents/Clients (Real Estate)

When you register purchases (Cart Icon), you can automatically reinvoice your agents/sub-franchisees, clients or teams.

• From Main menu, click on the Shopping Cart icon

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• Enter Supplier name, Invoice Number , invoicing Date , invoice Total and confirm Taxes as you would normally do when entering an invoice.

We recommend using the TAB key on your keyboard to move from one field to another.

• To reinvoice an Agent/Sub-Franchisee , a Client or a Team for a portion of invoice, enter his name into the appropriate field and press the TAB key. Select the Variable Cost and enter Amount you want to reinvoice before tax. Click on the Green + icon to confirm.

• Repeat the process for other agents/clients/teams or enter applicable GL Account if it’s an office expense.

• You can also reinvoice a portion of the invoice to a team, department, purchasing group, agent/sub-franchisee or client by clicking on the Green Cubes icon (Distribution).

• Select Even Distribution to split equally the amount between all selected parties. Enter Amount to split among the group and Variable Costs.

• Select Agents/Sub-Franchisees/Clients to be reinvoiced from the fields in the "Select Agents/Sub-Franchisees/Clients" section or directly from the list.

  • Team : From the drop-down list, you can select a team that was previously added in the system. For more information, please see the article Adding/Editing a Team in the System.
  • Department : From the drop-down list, you can select a department, if applicable.
  • Purchasing Group : From the drop-down list, you can select a purchasing group that was previously added in the system. For more information, please see the article Adding/Editing a Purchasing Group.
  • Agent/Sub-Franchisee : You can enter the name of the desired agent or sub-franchisee.
  • Client : You can enter the name of the desired client.

• The double arrow allows you to select all people with one click, while the single arrow selects only one at a time.

In the list, you can double-click on a person to select it instead of using the green arrow.

• When you select Manual Distribution , you will need to enter the amounts manually in the next window.

Warning

At the end of the process, the Difference must be $0.00.

• Proceed with the payment by clicking on Submit or Submit & Pay as usual.

• Amounts to be reinvoiced to agents/clients will automatically appear when you create your monthly invoicing and will be invoiced during that process.