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