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[CORE BackOffice] How To Set Up Credit Card Processing For Recurring Agent Billings Or One-Time Invoices
[CORE BackOffice] How To Set Up Credit Card Processing For Recurring Agent Billings Or One-Time Invoices
Updated over a week ago

To automatically charge an agent's credit card for their invoices, you'll first need to set up an account with our credit card processing company iTransact. You can do that within CORE BackOffice, just go to Settings > Agent Billings and click the button to register with iTransact. It typically takes under an hour for your lite merchant account to be approved and created.

You will receive an email when your account is approved and ready to use. There are no monthly fees for this service, only credit card processing fees when you charge a card which are 2.9% + .30 cents per transaction, so approximately $3.20 per $100 charged.  iTransact does charge a $4.99/month fee if you charge less than $300 a month through them. 

You'll receive confirmation from iTransact that your account has been successfully created with them which also means that it's been automatically connected to your CORE BackOffice account.

When you charge an agent's credit card, you should receive the funds in your bank account 1-2 business days after the charge has been processed. Agents will receive a receipt from iTransact as well and the merchant name that shows on their monthly statement will be your brokerage name as set up in iTransact.

Now you can begin setting up your agent invoices. Click here to read the article on how to set up and process invoices.

Please Note: With iTransact, if an Agent name or address is updated then the credit card has to be removed and re-added for iTransact to receive the correct info.

Have more questions or need assistance? Please reach out to Customer Support via the blue chat bubble to the right or by emailing cbosupport@insiderealestate.com!

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