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Agent Tools web site: real estate agent software
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 ViewMyListing.com and an email is then generated to the agent with their invoice
information and a link to view the invoice on ViewMyListing.com
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.
Keywords: Agent Receivable, Customer A/R, Email Invoice, Receivables, Send Emails, 4252