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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
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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

Info

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

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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:

Click Create Charge
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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

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

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1. Enter invoice detail

From Invoicing screen:

Click Raise Invoice
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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

Tip
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

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

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Tip

Allocated charges now have VAT added

A Pending Invoice can have further items added to it - when an invoice is raised no more items can be added, see Raise invoice section for more information

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

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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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Raise invoice - print, email & save PDF invoice

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1. Select invoice to be credited

From Invoicing screen:

Select invoice to be credited
Click Raise Credit Note

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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:

Select invoice to be credited
Click Enter Payment

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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