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Article ID:                  4252

Subject:                    How to Send Agent Invoices Via Email           

Last Modified:         November 12, 2013


Applies to:                Pro Gold i2 3.xx


Purpose:   Agents invoices are maintained through the Main Menu=> Accounting=> Customers option in Pro Gold i2.  Each invoice shows the agent what they are currently being billed for.  Clients with the Top Google Ranking option, have the ability to send invoices to agents via email from Pro Gold i2.


Procedure:  Actions to email invoices to agents are explained below:


Step 1:  Login to Pro Gold


Step 2:  Main Menu => Accounting => Customers => Click the Invoices icon


Step 3:  Click the Print button at the bottom of the screen to view the Print Invoice screen


Step 4:  Select the Email option


Step 5:  In the Print Choices area at the bottom of the screen, select the option to best select which invoices are

              to be emailed


a.  Print Current Record:  Selects only the invoice that was being viewed when the Print button was selected

     to be sent


b.  Print Date Range:  Allows a specific date range to be selected and all invoices in that date range will be

     sent. (This is the most common option for emailing monthly invoices)


c.  Print One Customer:  Allows invoices for a specific customer and date range to be sent


Step 6:  Click the Print button


a.  Each invoice will sync to and an email is then generated to the agent with their invoice

           information and a link to view the invoice on


Additional Information:   Below is a link you can use to access Enhancement HelpNet Center resources, which includes the Knowledge Base Article (KBA) Library, Pro Gold i2 Documentation, and Training Webcasts:



          The Enhancement HelpNet links are located on the right side of the web page.


Related articles: N/A


Keywords:  Agent Receivable, Customer A/R, Email Invoice, Receivables, Send Emails, 4252

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