1.800.949.3330   m-f 8:30am - 5:00pm EST

Pro Gold i2 Online User Manual

 

Chapter 19 - Creating an Invoice/Establishing Agent Receivable Balances

Summary

This section provides an overview of how to create an invoice and establish your initial receivable balance for each agent.

Requirements

  • Agents entered
  • Previous Agent account balances

Navigation

  • Pro Gold XP Main Menu => Receivables Tab => Invoices Icon
  • Pro Gold XP Main Menu => Receivables Tab => Create Invoices Icon
  • Pro Gold XP Main Menu => Receivables Tab => Work With Customers Icon
  • Pro Gold XP Main Menu => Receivables Tab => Manage Receivables Icon