Page Comparison

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

2. Allocate items to invoice

Currently unallocated items will be displayed

• Tick the charges to allocate to the new invoice
  At least one charge must be selected in order to create the new invoice
  

• Click Select

3. Invoice created & items allocated

The selected charges are now allocated to the new invoice - charges not selected still show as Unallocated Items

• The invoice is now Pending with the Reference code/number shown to the right
  If the Reference has been automatically generated, the format of it will depend on configuration
  For more information on invoice reference format options, click here

• Use plus (+) and minus (-) icons to expand and collapse the sections

4. Click & drag unallocated items

Unallocated items can be clicked & dragged over an invoice to allocate them

• Hover over the unallocated item
  

• Click & drag the item over the invoice
  A prompt is shown
  

• Click Yes

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

1. Raise invoice

To raise an invoice, from Invoicing screen:

• Select Pending Invoice and click Print
  The Pending Invoice will be automatically changed to be a Raised Invoice

• At this point no further charges can be added to the Raised Invoice

2. Print & email options

From Invoicing screen:

• Select Pending Invoice and click Print

  Image Removed

Image Added

When clicking Print (as outlined in step 1), 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)

3. Invoice status change

From print/email options (shown in previous step):

• Click Exit

  Image Removed

4. 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