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Tip

When an invoice has already been created but not raised (i.e. it shows as a Pending Invoice), you can select this invoice beforeclicking Create Charge to allocate the charge to it

From Invoicing screen (shown above):

  • Click Create Charge

  • Amount: enter the value of the charge excluding VAT

  • Description: enter a description of the charge
    This will be displayed on the invoicing screen and the resulting invoice generated from AgencyCloud

  • Click Accept

Tipinfo

Until it is assigned to an invoice, a charge will be classed as an Unallocated Item without VAT added

When creating an invoice, an option to assign Unallocated Items to the invoice will be offered
For more information, see Create an invoice section

Create an advertising charge

Tip

When an invoice has already been created but not raised (i.e. it shows as a Pending Invoice), you can select this invoice beforeclicking Create Charge to allocate the charge to it

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

info
Tipinfo

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

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

Create an invoice & allocate items to it

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