Billing module
Manage your costs and invoicing with ease
Manage all costs related to your properties from a single platform. The Invoice Management module centralises broker commissions, advance payments, invoices, reminders, retrocessions and marketing expenses. This gives you a clear overview of your finances while automating the most time-consuming administrative tasks.
Even when commissions are shared, advance payments are made or retrocessions apply, calculations and allocations are simplified to save you valuable time.
Even when commissions are shared, advance payments are made or retrocessions apply, calculations and allocations are simplified to save you valuable time.
This module is available as an optional add-on with the PRO licence.
Invoicing tailored to your agency
Configure your invoicing in just a few clicks to match your working methods. Fees, credit notes, VAT, retrocessions and other billing elements can easily be adapted to the specific needs of your agency.
Everything at a glance on your dashboard
Keep a clear overview of your outstanding invoices and ongoing tasks at all times. With automatic reminders and required actions displayed directly on the dashboard, you reduce the risk of overlooking important tasks and ensure efficient administrative follow-up.
Reports and invoices in just a few clicks
Easily generate invoices, reminders and reports in PDF format. Track your brokers’ commissions through overall or individual reports and gain a clear overview of every sale or rental transaction.
Example
XY SA sold a house located in Granges-Paccot belonging to Mr MANDANT. A fee rate of 3% was agreed with Mr MANDANT when the listing agreement was signed. The house was sold for CHF 1,000,000.
XY SA therefore issued an invoice to Mr MANDANT for CHF 30,000 excluding VAT for the sale of his property.
Internally, XY SA works with its brokers on the basis of a 30% commission rate, less any applicable retrocessions.
A total commission of CHF 9,000 is therefore calculated for the sale of the property. As the listing was obtained through a referral partner who had been promised CHF 2,000 when the mandate was awarded, this amount is deducted from the commission, leaving CHF 7,000 to be allocated.
As Ms FUX found the buyer, she is entitled to 60% of the CHF 7,000, corresponding to CHF 4,200. Ms JONER, who was responsible for the property, is entitled to 40%, corresponding to CHF 2,800.
The total internal commissions therefore amount to CHF 7,000.
XY SA therefore issued an invoice to Mr MANDANT for CHF 30,000 excluding VAT for the sale of his property.
Internally, XY SA works with its brokers on the basis of a 30% commission rate, less any applicable retrocessions.
A total commission of CHF 9,000 is therefore calculated for the sale of the property. As the listing was obtained through a referral partner who had been promised CHF 2,000 when the mandate was awarded, this amount is deducted from the commission, leaving CHF 7,000 to be allocated.
As Ms FUX found the buyer, she is entitled to 60% of the CHF 7,000, corresponding to CHF 4,200. Ms JONER, who was responsible for the property, is entitled to 40%, corresponding to CHF 2,800.
The total internal commissions therefore amount to CHF 7,000.
