Bill your TC fee from the transaction.
Create an invoice from the file and Closingbird fills it in: the agent as the client, the property address, your coordination fee and a due date at closing. Email it, get paid, and see what's outstanding on every transaction.
Getting paid shouldn't need another app.
I retype the address and fee into my invoicing tool.
Invoices start prefilled from the transaction.
I lose track of which files I've billed.
Each transaction shows its invoices, what's paid and what's outstanding.
Agents pay me by check, by transfer, however.
Record any payment by hand, including partial payments.
Send it, share it, get paid
Email the invoice with a PDF attached, or share its link. You can see when it's been viewed, and when it's overdue.
- Online payment with PayPal when you connect your PayPal account.
- Partial payments by check, transfer or cash, recorded by hand.
- Receipts, reminders and voids with one click each.
Everything an invoice needs
Line items
Up to 100 lines, each with its own quantity and price.
Tax and discounts
One tax rate per invoice, plus a flat discount.
Automatic numbering
INV-0001, INV-0002 and so on, per workspace.
11 currencies
Including USD, CAD, GBP, EUR and AUD.
From your commission
The fee comes from the TC fee line on the file's commission, when you've recorded one.
Duplicate
Copy an invoice for the next file in a click.
From signed contract to organised file in minutes
Upload the contract
Drop in the executed agreement, upload a batch, or let an agent send it through your intake link.
Check the dates
Every deadline, party and amount is suggested with the rule behind it. You check and confirm them.
Everyone stays on track
Checklists, document requests, reminders and texts go to the right person before each date, not after.
Close and keep it
Submit for compliance review, track commission, and archive the complete file with every document.
Frequently asked
Can clients pay online?
Yes, with PayPal. Connect your PayPal account and clients pay from the invoice link. You can also record payments made any other way, including partial payments.
What gets filled in automatically?
The client (your side's agent, or another party already in your CRM), the due date (the closing date, or 14 days out), and a transaction coordination fee line with the property address. If you've recorded a TC fee on the file's commission, that amount is used.
Can I send reminders?
Yes. Send a reminder for any unpaid invoice with one click. Reminders aren't sent automatically.
Is invoicing extra?
No. Invoicing is included on every plan, along with the CRM and task management.
More of what Closingbird does
Bill your next file in a minute
Invoicing is included on every plan. 14 days free, no card needed.