Version 5.4.4 R1

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 applications 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 to the client’s detail page.

Step 1 - Open the 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 for the super-agent.

Step 1- Click on Accounts and go to Invoices.

Step 2 - Click on “Create invoice” and click on "Commission 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.