These reports are used to invoice any wholesalers you are working with. They include an auto-generated invoice letter as an official payment request.
From the navigation bar, select Reports > Invoices
|Invoice Summary by Activity Date Report
This report shows all bookings that need to be invoiced as well as their voucher number based on the activity date. It also shows the wholesaler and net rate to be invoiced for any given date range.
Please note, products are not currently part of the invoicing process, any net discounts applied to a product will be calculated after taxes.
|Invoice Summary by Transaction Date Report
|This is the same report as above but based on the transaction date.
|This report generates letters to send to wholesalers that outline the bookings and their corresponding amounts to invoice.
|Summary By Company
|This report is similar to the Invoice Summary Report excepted it also allows you to filter by agent account.