Invoice your TC fee from a transaction
Create a prefilled invoice from the file, send it, and get paid online or by check.
- On the transaction, find the Invoices card and click New invoice.
- It's prefilled: the client (your side's agent, where there is one), a due date at closing (or 14 days out), and a Transaction coordination fee line with the address. If you've recorded a TC fee in the commission, that amount is used.
- Adjust the lines, tax or discount if needed and save.
- Click Send invoice to email it with a PDF attached, or Mark as sent & get pay link to share the link yourself.
Getting paid
- To take payment online, open Payment settings (under Invoices in the sidebar) and Connect PayPal.
- For checks or bank transfers, add your instructions there too, then use Record payment when the money arrives. Partial payments are fine.
- Send reminder nudges an unpaid invoice. Reminders aren't sent automatically.