Tax Settings
Tax Settings OZIAgent enables creation of tax codes with automated calculations. While on the subject of invoices we all know that the tax is one of the most important part while charging your contacts. The tax rule that your company has to follow depends on the country of operation and the local government. So, OZIAgent allows you to create different tax codes with their tax rates to use while creating invoices and the amount will be calculated automatically. The address in the invoices appears based on the primary office of the user creating the invoices. To set the address information for the invoices, follow the following steps: Step 1: Select CRMSetup from the Left navigation bar. Step 2: Select Accounts. Step 3: From the Tax Settings section, select the tab Add New Tax. Step 4: Here you can add the tax codes such as GST, VAT, and so on. Step 5: You can then add the Tax Rate. Step 6: Select the Save tab once you complete. Step 7: You can return to this page whenever you want to delete the tax code and select the Delete icon to delete.
Managing Addresses in Invoices
Managing Addresses in Invoices Managing Addresses in Invoices While you are sending invoices, it is important to include company details on the headers. It gives the business information to contact and make the invoice look more professional.You can set different addresses for all the branch offices you have. The address in the invoices appears based on the primary office of the user creating the invoices. To set the address information for the invoices, follow the following steps: Step 1: Select CRMSetup from the Left navigation bar. Step 2: Select Accounts. Step 3: Select the Branch Office from the dropdown for which you are setting the address details. Step 4: Fill in the Business Registration Number. Step 5: Select the Save tab beside the Business Registration Number. Step 6: Fill in the Address Details. Step 7: Select the Save tab.
Managing Bank Details
Managing Bank Details Include bank details in invoices for convenient payment processing. Along with your address information, it is crucial to maintain the bank details in the invoice to let customers know the most feasible way to make manual payments. You can add different bank accounts for different types of income and add those bank details to your invoices. To manage the bank details: Step 1: Select CRMsetup from the Left navigation bar. Step 2: Select Accounts. Step 3: Under the Make Manual Payment Details module, select Add New. Step 4: Fill in the details in the pop-up that appears. Under the Payment Option Name, you can add the bank name. Similarly, in the Payment Details content, you can add the details of the bank account: Account Holder’s Name Bank Account Number BSB Note: These fields are mandatory. Step 5: In the Default for Invoice Type, select the invoice type for which you want to set the bank account details as default. For example, if you select Net Commission Invoice as Default, then whenever a net commission invoice is created, the bank details will automatically be shared. However, different payment methods can still be selected while creating the invoice. Step 6: After adding the details, click on Add.
Income Sharing
What is Income Sharing? Share income with subagents and super agents when creating invoices. https://oziagent.zetaent.com/wp-content/uploads/2025/11/Income-Sharing.png Income Sharing This tutorial guides you through the Income Sharing process in the OZIAgent system, ensuring a simple and efficient invoicing procedure. You often might need to share a part of the income with a subagent and get a part of the income from your super agent while creating a new invoice.All income sharings will be saved in the income sharing section and categorized into two different lists, payable and receivable.Whenever you create an invoice and add super agent or a subagent, you have automatically created an income sharing invoice.
Creating Payment Schedules
Creating Payment Schedules from Accounts What does creating payment schedule helps in? Creating a payment schedule helps in ensuring timely income collection and better financial management. https://oziagent.zetaent.com/wp-content/uploads/2025/11/Creating-Payment-Schedules.png Creating Payment Schedules This tutorial walks you through the process of creating payment schedules in the OZIAgent system, ensuring timely and organized payment tracking. Step 1: Go to the Client Profile page and Click on the Application tab. Step 2: Schedule a new invoice by clicking on Add Payment Schedule. Step 3: The Client Name will be selected by default. Step 4: The Application will also be selected by default. Step 5: Give the invoice schedule a suitable Name. Step 6: Select the Installment Date. Step 7: Select the Fee Type. Step 8: Enter the Fee Amount. Step 9: Add a Discount Amount if applicable. Step 10: To add more lines of Fee Type, click on the Add Fee tab. Step 11: For Auto Invoicing, select the Invoice Date. Step 12: Click Save to finalize the schedule.
Managing a Group Invoice
Managing a Group Invoice How to manage Group Invoice in OZIAgent? https://oziagent.zetaent.com/wp-content/uploads/2025/11/Managing-a-Group-Invoice.mp4 Managing a Group Invoice This tutorial guides you through the process of managing a Group Invoice in the OZIAgent system, ensuring a simple and efficient invoicing procedure. There are many activities you can do to manage the group invoices. You can view the group invoice details, preview the PDF of the invoice, email the group invoice to your Partner or SuperAgent, attach new invouce view logs, search the group invoice, remove an invoice from the group and also delete the group invoice overall. To view the details of a group invoice, please do the following: Step 1: Select Accounts from the side navigation bar and select Group Invoice. Step 2: In the group invoice list, click on the View Detail button of the invoice you want to see. Step 3: To preview the group invoice PDF, click on the Activity button of the invoice you want to preview and select Preview PDF. Step 4: To delete a group invoice, click on the three dot button of the group invoice list and select Delete.
Creating a SuperAgent Group Invoice
Creating a SuperAgent Group Invoice How to create a SuperAgent group inovice in OZIAgent? https://oziagent.zetaent.com/wp-content/uploads/2025/11/Creating-a-SuperAgent-Group-Invoice.mp4 Creating a SuperAgent Group Invoice This tutorial guides you through the process of Creating a SuperAgent Group Invoice in the OZIAgent system, ensuring a simple and efficient invoicing procedure. You can also group all your gross claim invoices of a super agent together to create a single invoice. Please Note: Group invoice is created for gross claim invoices. To create a super agent group invoice, please make sure you have the correct permission to do so and follow the following steps: Step 1: Select Accounts from the side navigation bar and then select Group Invoice from the dropdown. Step 2: Click on Create Group Invoice. Step 3: In the popup, select Super Agent. Step 4: From the dropdown, select the Super Agent. Step 5: You can search for the invoices to group by their Invoice Numbers or Client Name. Step 6: You can also apply the Created Date Filter. Step 7 Click on the Tick Marks to group these invoices. Step 8: Select the Payment Option. Step 9: Select the Invoice Due Date. Step 10: Click on Save.
Creating a Partner Group Invoice
Creating a Partner Group Invoice How to create a Partner Group Invoice in OZIAgent? https://oziagent.zetaent.com/wp-content/uploads/2025/11/Creating-a-Partner-Group-Invoice.mp4 Creating a Partner Group Invoice This tutorial guides you through the process of Creating a Partner Group Invoice in the OZIAgent system, ensuring a simple and efficient invoicing procedure. You can group all your commission invoices of a partner together to create a single invoice. Please Note: Group invoice is created for gross claim invoice. To create a partner group invoice, please make sure you have the permission to do so: Step 1: Select Accounts from the side navigation bar. Step 2: Select Group Invoice from the dropdown. Step 3: Click on Create Group Invoice. Step 4: In the popup, select Partner. Step 5: Then from the dropdown menu, select the partner. Step 6: You can search for the invoice by their numbers or client name. Step 7: You can also apply the created date filter. Step 8: Click on the tick marks to group the invoices. Step 9: Then select the Payment option. Step 10: Select an invoice Due Date. Step 11: Click on the Save tab once you complete it.
Group Invoice
What is Group Invoice? Understanding Group Invoice in OZIAgent. https://oziagent.zetaent.com/wp-content/uploads/2025/11/Group-Invoice.mp4 Group Invoice This tutorial guides you through the process of creating a Group Invoice in the OZIAgent system, ensuring a simple and efficient invoicing procedure. You can also create group invoices in OZIAgent. This means a group of client invoices can be sent to one particular partner or subagent at the same time instead of sending several individual invoices, you will be able to combine multiple invoices to create a single invoice. You can attach all commission invoices, which you need to send to the same partner and send it all at once. This feature will help you save a lot of time in sending invoices.
Understanding Payments
What is the Payments Schedule? In OZIAgent, the payment schedule outlines when and how payments are due for services rendered. Payments Schedule allows you to schedule all payment installments related to the particular application. This is beneficial to track and communicate to your client about their upcoming payments and deadlines, and also allows you to know when to claim commission. The revenue is generated from the commissions that are paid by the partners when students make their fee payments in each semester. Hence, tracking semester payments are very crucial to the business for which payment scheduling feature is developed. OZIAgent also features an order invoicing system, so that invoices are created automatically on the scheduled date with the information provided in the scheduled date.