Finance‎ > ‎

Bills

NOTE: Only users with Job financial role with income access can view this page.
The Bills page displays the entire billed history for all the shipments. This list can be viewed in entirety or based on the filters - Bill Number, Entity, Status, Validated By, Created By and/or Office. 


Once the filters are set, click on the 'Search' button to display the list of bills that match the set filters. Click on the 'Reset' button to reset filters to their default value.
 A sample display is given below: 
The following columns are displayed:

Bill Date Displays the bill generation date.
Bill Number Displays the bill/debit note number.
Entity Displays the name of the customer to which this bill is linked.
Amount Displays the total billed amount.
Status Displays the status of the bill. It can be Received or Validated.

Adding new Bill

Click on the 'Add Bill' button to create a new entity. The following window pops up:

  1. Select the Bill Date, it will automatically pick the current date.
  2. Enter the bill number in Bill Numbers field.
  3. Select the type of entity from the Entity Type drop down menu.
  4. Enter the name of the entity in Entity Name field. 
  5. Select the currency in which the entity needs to be billed in Currency drop down menu.
  6. Select the bill received on date in Bill Received On drop down menu. This date cannot be earlier than the Bill Date.
  7. Select the Bill Due Date from Bill Due Date drop down menu.
  8. Click on the 'Add' button to create the bill.

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