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Join nowYou've come to the right place, calicoellie.
It would be my pleasure to share some insight on how to invoice your realtors and get you on the right track.
Thanks for the detailed explanation. Based on what you've mentioned, you could set them up as customers so you can invoice them for their monthly fees. Let me walk you through the steps on how you can do it:
After creating their profile and you're still in the Customer Center window, here's how to enter an invoice:
Just a heads up, another way to apply their payment is to enter it as a deposit if they write you a separate check. Here's how you can record it:
For more information about these processes I would recommend following these articles:
That should do it! I'm confident that with these resources you'll be able to invoice your realtors for their monthly fees like a pro in no time.
You're always in good hands here in the Community. If you need more help with this please don't hesitate to reach out to me again. Wishing you and your business all the best.