Got questions about billing and closing out payments in Realcore? You're not alone! We've gathered some tips and tricks to help you navigate these processes like a pro.
First off, let's chat internally about how you want things to run:
- Sending Invoices: Who's in charge - agents or admins? Make sure your admins are tuned in with notifications for any invoice action. And hey, do you need specific deal files before sending out those invoices?
- Paying Up: What's your payment protocol? Do you need all approvals before hitting “pay”? And speaking of paying, are your agents getting their cash as soon as the checks come in, or is there a schedule (weekly, bimonthly, monthly) they should know about? Oh, and does accounting and management need a commission report every pay run?
For extra support, our Support Center has step-by-step guides on all things billing and payments:
- Billing: How to see all your invoices waiting to be sent
- Outstanding Invoices: How to see all your outstanding invoices waiting to be paid
- Closing out Payment: How to close out payments in the system.