Creating Client General Invoice

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Creating Client General Invoice

How to create client general invoice in OZIAgent?

Creating Client General Invoice

This tutorial demonstrates the process of efficiently creating a Client General Invoice within the OZIAgent system, providing clear and concise steps for a smooth and streamlined setup.

Client General Invoice is created for the services that you have provided to your clients, such as English classes or Visa applications.

Step 1: Select Accounts from the side navigation bar and then select Invoices.

Step 2: Select Create Invoice.

Step 3: Select General Invoice from the dropdown.

Step 4: Select the client invoice in the pop-up form.

Step 5: Select the client and the service workflow.

Step 6: Then select Create Invoice.

Step 7: You will land on the form to fill in the information regarding your general invoice.

Step 8: Choose the invoice date, which is the date of creation of the invoice.

Step 9: Choose the invoice due date, which is the date for the invoice to be paid.

Step 10: Select the currency of the Invoice.

Step 11: Fill in the details such as Visa Application Fee in the table of the description.

Step 12: Select the Income Type, which is either income or payable.

Step 13: Similarly, add the amount and select the tax code. The tax amount and the total amount will be calculated automatically.

Step 14: You can select the payment option that will be included in the invoice.

Please Note: The payment details are added from the account settings. To learn how to add the payment details, follow the following link:

Step 15: On Payment detail, you can click on the checkbox of “Mark this invoice as paid” if the invoice is a paid invoice.

Please Note: Once you mark the invoice as paid, the total amount of the invoice is auto-filled in the payment received section. If the payment is made partially, you can add the partial amount as well to denote that a partial amount of this invoice has been paid by the client.

Creating Client General Invoice

Creating Client General Invoice

Step 1: Select Accounts from the side navigation bar and then select Invoices.

Step 2: Select Create Invoice.

Step 3: Select General Invoice from the dropdown.

Step 4: Select the client invoice in the pop-up form.

Step 5: Select the client and the service workflow.

Step 6: Then select Create Invoice.

Step 7: You will land on the form to fill in the information regarding your general invoice.

Step 8: Choose the invoice date, which is the date of creation of the invoice.

Step 9: Choose the invoice due date, which is the date for the invoice to be paid.

Step 10: Select the currency of the Invoice.

Step 11: Fill in the details such as Visa Application Fee in the table of the description.

Step 12: Select the Income Type, which is either income or payable.

Step 13: Similarly, add the amount and select the tax code. The tax amount and the total amount will be calculated automatically.

Step 14: You can select the payment option that will be included in the invoice.

Step 15: On Payment detail, you can click on the checkbox of “Mark this invoice as paid” if the invoice is a paid invoice.

Step 16: The income-sharing part allows you to share the income amount with a receiver, which is either another branch or a subagent.

Step 17: After filling out all the details, click on Save or Save and Send.