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1. Invoice option & keyboard shortcut

From Offers screen:

  • Click Invoice (top right)

Tip

You can also press Control & I on your keyboard to access the invoicing screen

2. Invoice screen displayed

  • Unallocated Items have yet to be assigned to an invoice

  • A running total of charges and payments is displayed The Outstanding Amount at the bottom of the screen displays a running total of current charges & payments

Create a charge

Note

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 (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

Tip

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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