why cloud now: agent billing

Topics

New Recurring Billing Features

 - Special billing categories for irregular recurring charges (e.g., E&O, MLS fees)
 - Start/end dates for recurring charges to handle delayed or time-limited billing
 - Ability to update billing amounts across multiple agents simultaneously

Enhanced Payment Options

 - Agents can pay via credit card or ACH through Darwin Cloud login
 - Email campaigns can include direct payment links without requiring login
 - Bank stream feature allows automatic agent billing for certain recurring charges

Improved Expense Allocation

 - Company store feature enables immediate billing for agent purchases (e.g., supplies, postage)
 - Intercompany accounts payable allows billing across multiple owned companies
 - Divide expense wizard simplifies splitting bills among multiple agents or offices

Collections and Communication

 - New chat feature allows sending text messages to agents directly from Darwin Cloud
 - Chat history saved with relevant invoices or agent profiles
 - Useful for collections, notifications about deductions from commissions, etc.

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 for hands-on assistance with setting up special billing and customizing agent charges
 - Review and potentially update security settings to ensure access to new billing features
 - Consider using new features like special billing categories, chat for collections, and divide expense wizard to streamline billing processes
 

watch this short video to learn more: