Enhanced Invoice Details

This enhancement provides you the flexibility to set multiple invoice details to make your transactions more accurate.

Agentcis now facilitates you to add the Business Registration Number of all your branch offices, and along with that, you can also set multiple
Payment Details and Tax Code for each branch office, which will reflect on every invoice accordingly.

Follow the given steps to add multiple payments, tax code details, and multiple business registration numbers.

Step 1 - Click on the Settings button at the top info bar.

Step 2 - Select the Settings beta version.

Step 3 - Select the Invoice Setting option.

Step 4 - Select the branch office of which you want to set the invoice details.

Step 5 - Add the business registration number and save.

Step 6- To add multiple payment details in one office, click “Add new” button and add in the details.

Step 7- Add Bank name, Bank account details and select the invoice type to make the payment detail default in it.

Step 8 - To add multiple tax code for one office, click on the “Add new tax” button and add new tax details.

Step 9 - Add in the tax details.

Step 10 - You can also set a default Tax Code.

Step 11 - Save the settings.

To add these tax code and payment details in an invoice, open create invoice page for new invoice or edit in the existing invoice.

Step 1 - Here, select the Tax type from description table on creating or edit the invoice.

Step 2 - To add in the payment details, simply select the type on payment details to view in the invoice PDF from select payment option field.

To select the payment detail for the group invoice, open create group invoice page and select payment details from the payment option field.

[Note: Click on the create invoice or group invoice if you need help creating them.]

Add a custom date in the filter (Only support article)

Check out our new filter in Invoice schedule and task reports, where you can set the custom date range filter for better search experience and easy data segregation. This filter will help you search for data from a specific time period.

To apply date range filter in Invoice schedule follow the given steps.

Step 1 - Go to Accounts and select Invoice schedule.

Step 2 - Then click on the “Add New Filter” button.

Step 3 - Select the “Invoicing” filter option from the drop-down list.

Step 4 - Click on the “is custom” radio button.

Step 5 - Select the start and end date of the Scheduled Invoice.
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Step 6 - Then Apply.

To apply date range filter in the task report, follow the given steps.

Step 1 - Go to Task report from the Reports module.

Step 2 - Click on the “Add new filter” button.

Step 3 - Select “Added date” filter option from the drop-down list.

Step 4 - Click on the “is custom” option.

Step 5 - Select the Star and End date of the task created date, due date and task completed date.

Step 6 - Now Apply.

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