Sales invoicing (UK only)
This guide has been reviewed against our global client base and classed as relevant to UK only
Sales invoicing functionality allows all charges to a client to be logged and then allocated to an invoice
The invoice can be generated, printed & emailed via AgencyCloud - credit notes and payments can also be logged
This guide covers how to:
Access the invoicing screen
1. Invoice option & keyboard shortcut From Offers screen:
You can also press Control & I on your keyboard to access the invoicing screen |
2. Invoice screen displayed
|
Create a charge
When an invoice has already been created but not raised (i.e. it shows as a Pending Invoice), you can select this invoice before clicking Create Charge to allocate the charge to it From Invoicing screen (shown above):
|
Create an advertising charge
From Invoicing screen:
|
Create an invoice & allocate items to it
1. Enter invoice detail From Invoicing screen:
| |
2. Allocate items to invoice Currently unallocated items will be displayed
| |
3. Invoice created & items allocated The selected charges are now allocated to the new invoice - charges not selected still show as Unallocated Items
| |
4. Click & drag unallocated items Unallocated items can be clicked & dragged over an invoice to allocate them
| |
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 |
Raise invoice - print, email & save PDF invoice
1. Raise invoice To raise an invoice, from Invoicing screen:
|
2. Print & email options When clicking Print (as outlined in step 1), one or both options can be chosen:
|
3. Invoice PDF file automatically saved When an invoice is raised, it is automatically saved as a PDF file From Offers:
|
Raise a credit note
1. Select invoice to be credited From Invoicing screen:
| |
2. Enter credit note detail
| |
3. Credit applied The credit note is displayed on the Invoicing screen and the Outstanding Amount updated accordingly |
Enter a payment
1. Select invoice to be paid From Invoicing screen:
| |
2. Enter payment detail
| |
3. Payment applied The payment is displayed on the Invoicing screen and the Outstanding Amount updated accordingly |
Related articles