overview of darwin.Cloud’s agent billing features for streamlined billing processes, automated calculations, and improved accuracy.
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