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The invoice can be generated and printed via AgencyCloud
This guide covers how to:
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If an invoice has already been created but not raised - where this charge is to be assigned to an invoice, select the relevant invoice before clicking Create Charge |
From Invoicing screen: Click Create Charge  Date: enter the publication date Description: enter a description of the advertising charge
This will be displayed on the invoicing screen and the resulting invoice generated from AgencyCloud Type: leave set to Advertising Advert size: select as appropriate Cost: the net cost of the service Charge to vendor: the net charge to the vendor
This is the amount that will be used when raising the invoice plus VAT
Where charges are being uplifted by the agent, this figure will be a higher value than the actual Cost noted above Charge to agency: the amount that that the selling agent is contributing towards the total cost; this is recorded for information and/or reporting purposes Click Accept
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Until it is assigned to an invoice, a charge will be classed as an Unallocated Item without VAT added When raising an invoice, an option to assign unallocated items to the invoice will be offered
For more information, see Create an invoice section |
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An advertising charge can also be logged via the property screen - press Control & A on your keyboard to display the Advertising screen where the details can be entered
This will automatically be added as an advertising charge on the property invoicing screen |
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Create an invoice &
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allocate items to it
1. Enter invoice detail From Invoicing screen: Click Raise Invoice  Reference: if displaying Automatic, AgencyCloud is configured to automatically generate the invoice reference - if not, enter the invoice reference Date: enter the date to be shown on the invoice (today’s date will be displayed) Description: optional, for information only Click Accept
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2. Allocate items to invoice Currently unallocated items will be displayed | Tip |
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Unallocated items can also be clicked & dragged over an invoice, see step 4 below |
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3. Invoice created & items allocated The selected charges are now allocated to the new invoice - charges not selected still show as Unallocated Items  | Tip |
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Allocated charges now have VAT added |
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4. Click & drag unallocated items Unallocated items can be clicked & dragged over an invoice to allocate them |  |
5. All items allocated In the example shown, all items have been allocated to the invoice and the Outstanding Amount updated at the bottom of the screen  |
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Print, email & save invoice (& raise invoice)
1. Access print and email options From Invoicing screen: One or both options can be chosen Preview and Print: generates the invoice as a PDF and displays on screen - allowing you to print the document E-mail Document: creates the invoice as a PDF attached to a new email message, addressed to the main vendor (providing an email address is saved in the vendor details)
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2. Invoice status change From print/email options (shown in previous step): Click Exit 
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Clicking the Print button triggers the invoice status to be a Raised Invoice |
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3. Invoice PDF file automatically saved When an invoice is raised, it is automatically saved as a PDF file From Offers: Click Letters (top right) In the Existing letters and files panel, the Invoice is displayed  Double-click to open
OR Right-click for further options
e.g. Rename - allows you to change the filename displayed in this screen 
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Raise a credit note
1. Select invoice to be credited From Invoicing screen: |  |
2. Enter credit note detail Date: enter the date to be shown on the credit note (today’s date will be displayed) Amount: enter the amount being credited Description: optional, for information only Click Accept
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3. Credit applied The credit note is displayed on the Invoicing screen and the Outstanding Amount updated accordingly  |
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Enter a payment
1. Select invoice to be paid From Invoicing screen: |  |
2. Enter payment detail Date: enter the date to be shown on the payment (today’s date will be displayed) Amount: enter the amount being paid Description: optional, for information only Click Accept
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3. Payment applied The payment is displayed on the Invoicing screen and the Outstanding Amount updated accordingly  |
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