Each charge on an Order is paid by the Agent (Agent Pays), the Agent's Company (Company Pays), or split between them. You can move a charge from one to the other on the Order.
Before you start
The Agent must be assigned to a Company. Charges under Company Pays are only invoiced to the Agent's Company, so if the Agent has none, those charges aren't billed to anyone. To check, see How to find Agents with no Assigned Company.
How to move a charge from Agent Pays to Company Pays
Open the Order from Orders, or find it with the search bar.
Scroll to Order Details and click it to expand it.
Turn on Show Company Pricing. The Agent Pays and Company Pays columns appear.
Click the pencil next to the charge under Agent Pays. In Price Override:
Enter $0.00 in New Value.
Choose an Override Reason.
Enter an Invoice Note.
Click Save.
Click the pencil next to the same charge under Company Pays, enter the price in New Value, choose an Override Reason, enter an Invoice Note, and click Save.
Click Save Changes.
Sales tax moves with the charge automatically.
To move a charge from Company Pays to Agent Pays, do the same in reverse: set the Company Pays price to $0.00 and enter the price under Agent Pays.
Troubleshooting a Company charge that was never invoiced
If the Agent isn't assigned to a Company, Invoice Preview on the Order shows a red Invoice Warning: "This order has a [amount] price to the company but this agent is not in a company!"
Assign the Agent to a Company. See How to find Agents with no Assigned Company.
Assign the Agent to a Company. See How to find Agents with no Assigned Company.
To invoice the Company right away, click Invoice Company Now, then click Create or Create & Send Now. Otherwise, the charge is added to the Company's next scheduled Invoice.
If you try this before the Agent is in a Company, the confirmation shows the Company as (Unassigned), and clicking Create shows: "This agent is not in a company, please assign them to a company and then press this button again."
Notes
After you assign the Agent to a Company, the next scheduled Company Invoice also picks up any of that Agent's earlier Orders with unbilled Company charges, all at once.
If the Order already has a sales tax override, it isn't recalculated when you move a charge. Delete the old sales tax override after moving the charge.
The Invoice Note doesn't appear on the Invoice, except for trip fees: there, it replaces the trip fee description on both the Agent and Company Invoice. Companies can see Invoice Notes on the Order in the Company Portal.
Override Reason options are managed in Settings → Price Override. Spiro includes three default reasons, and you can add, edit, turn off, or delete reasons there.
To set a Company to pay for a service on every Order, see Company Pay Options.