Invoice to Super-agent

No more chaotic manual invoicing to your super-agents, because Agentcis is here with an awesome feature where you can invoice to your Super-agents. Moreover, the created invoice are directly issuable via email from Agentcis. Not just invoicing, it will also keep track of all shared application and applications processed by Super-agents.

To include the super-agent in the invoice, you have to add the super agent in the client's application.

Follow the steps below to add super-agent in client’s detail page.
Step 1 - Open client’s application detail page.
Step 2 - Add the super-agent from the right section of the application detail page.

Now, follow the steps below to create an invoice to the super-agent.
Step 1- Click on Accounts and goto Invoices.
Step 2 - Under “To Do Invoices”, click on “Create invoice”
Step 3 - Select the type of invoice you want to create, Net Claim Invoice or Gross Claim Invoice.
Step 4 - Enter the Client and Application details that you want to create the invoice for.
Step 5 - Click on “Create Invoice” and your invoice to super-agent is created.
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