Finance‎ > ‎

Invoices

NOTEOnly users with Job financial role with income access can view this page.
The Invoices page displays the entire invoices/credit note history for all the shipments. This list can be viewed in entirety or based on the filters - Invoice No., Type of the invoice, Status, Approved By, Created By and/or Office. 

Once the filters are set, click on the 'Search' button to display the list of invoices 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:

Date Displays the invoice generation date.
Number Displays the invoice/ credit note number.
Type Displays the type of the invoice.It can be an invoice, credit note or debit note.
Office Displays the name of the office responsible for the shipment.
T/D Displays the shipment number.
Entity Displays the name of the customer to which this invoice is linked.
Amount Displays the total billed amount.
Status Displays the status of the invoice. It can be Draft or Approved.


Export Invoices

Click on the 'Export' button, a file gets download with the information displayed on the Invoice page in MS-Excel format.


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