why Cloud now: agent billing

topics

new recurring billing features

• special billing categories for irregular charges (e.g., e&o, mls fees)
• start/end dates for recurring charges to handle delayed or time-limited billing
• update billing amounts across multiple agents simultaneously

enhanced payment options

• agents can pay via credit card or ach through their darwin.Cloud login
• email campaigns can include direct payment links without requiring login
• bank stream feature enables automatic agent billing for recurring charges

improved expense allocation

• company store allows immediate billing for agent purchases (e.g., supplies, postage)
• intercompany accounts payable enables billing across multiple owned companies
• divide expense wizard simplifies splitting bills among multiple agents or offices

collections & communication

• chat feature allows sending text messages to agents directly from darwin.Cloud
• chat history is saved with related invoices or agent profiles
• useful for collections and notifications about commission deductions

special billing wizard

• separate workflow for special billing categories vs. regular monthly billing
• allows targeted billing for specific recurring charges outside normal schedules

next steps

• attend tomorrow’s workshop at 2 pm et for hands-on setup of special billing and agent charges
• review security settings to ensure access to new billing features
• consider using special billing categories, chat for collections, and divide expense wizard to streamline processes

watch this short video to learn more: