Equus Software

Referral fee billing rules can be established for any Service Order Type utilized within the application.  The most common are for Property Listing and Destination Buyer.  Referral Fee Billing Rules…

Referral Fee Billing Rules

Receivables can be managed on the Manage Receivables screen of the Billing Tab.
  
Receivables need to be generated in a batch or manually entered in order to create invoices. From…

Managing Receivables

The Billing module allows you to enter manual receivables or generate Service Fee, Referral Fee, and/or Expense based receivables by creating Receivables Batches.  Once the receivables are created you

Billing - Overview

Invoices can be managed on the Manage Invoices screen of the Billing Tab. 
Invoices allow you to bill for Receivables.  From this screen, you can search for Invoices or Invoice…

Managing Invoices

Payments/Credits can be managed on the Find Payments/Credits screen of the Billing Tab.
 
 
You can search for existing Payments/Credits by entering any of the criteria and then clicking the…

Managing Payments/Credits

Billing Entities are used with certain service fee billing rules and for expense receivables when you select your Reimbursable Billing Currency as ‘Billing Entity’ on the company details screen. Servi

Billing Entities

Service Fee Billing Rules are configured on the Billing tab. To create a Service Fee Billing Rule, navigate to the Billing Tab and select the Service Fee Billing Rule menu…

Service Fee Billing Rules

The following Service Fee Types are available:  

Assignment Status
Comp Accumulator
Cost Estimate
Custom
General Ledger Transaction
Home Buying Recovery Fee
Home Buying Referral Rebate
Home Sale Acce

Service Fee Types

The Billing Ledger screen allows a quick view into the total cost of a move in relation to Receivables created for Reimbursed Expenses and incurred Service Fees. Only Expenses and…

Billing Ledger

Billing

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