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Agent Portal - Invoices and Statements
Agent Portal - Invoices and Statements

Agents can create Invoices and Statements to help with Billing and Collections

Updated over a week ago

Agent permissions allow Agents to generate Invoices and Statements for any Voucher(s) on which they are listed as Inside Agents.

For detailed instructions on how to generate Invoices, check out this article.  Pulling Invoices when logged in as an agent will only generate Invoices for Vouchers to which the logged in Agent is linked as an Inside Agent, or that the logged in Agent created. 

For detailed instructions on how to generate statements, check out this article.  

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