Invoices

NOTE: Only 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., B/N or T/D or WOID, Type of the invoice, Status, Invoice Creation range, Approved By, Created By and/or Companies.

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.

Workflow Serial: Displays the workflow serial number in the specified format for workflow.

Type: Displays the type of invoice. it can be Invoice, or credit note.

Entity: Displays the Entity Name.

Company: Displays the name of the responsible company for the shipment.

T/D: Displays the shipment number.

Due Date: Displays the Due date.

Status: Displays the status of the invoice. It can be Draft, Approved, or Finalised.

Currency: Displays the currency.

Amount: Displays the total billed amount.

Creating a new Invoice

Click on the 'Create Invoice' button to create a new Invoice in the system. The following window pops up:

  1. Type: Select Invoice from the drop-down menu in Type.

  2. Company: Select company from the drop-down.

  3. Invoice To: Select the customer name from Invoice To drop-down menu, it will list out all the customer's name linked to the Income and Disbursement accounts.

  4. Currency: Select the Currency from the drop-down list.

  5. Credit Period: Specify the credit days.

  6. Options: Select the Options checkbox if you want all the un-invoiced accounts linked to the entity to get added to the Invoice.

  7. Click on the 'Create' button.

Export Invoices

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