How to Create a Customer Invoice in Brokerage Engine Accounting

    • 0 step |
    • 39 seconds
      Navigate to Brokerage Engine.
      Click "Accounting"
      Click "Sales"
      Click "Customers"
      Click the "Search Customer" field and type the name of the Agent.
      Click the name of the Agent to access their Customer Profile.
      Click "New Transaction"
      Click "Invoice"
      Click the "Customer Email" field if desired.
      Select the Terms from the dropdown menu.
      Select the invoice date by clicking on the small calendar icon.
      The Due Date will auto-populate.
      Click the "Invoice No." field to add a reference number.
      Click the dropdown menu to select a Product/Service. You can choose Marketing or Service Items created on the front-end of the platform or the Accounting module. The front-end items will have the category "Cash Register" in front of the name.
      Click the Amount text field to type an amount.
      Select a class from the dropdown menu.
      Click "Add Line" to create additional rows to the invoice.
      Follow the above instructions for each additional line that needs to be added.
      Click the Memo field to type a Memo. The Memo field is visible on the Invoice once saved and printed. \ Click the "Message on statement" field to type a description that will be visible on the "Accounting Sales Transactions" page. The field is not visible on the Invoice.
      Click "Save"
      Click "OK"
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