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: