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Shipment Invoices

NOTEOnly users with Invoice Creator or Invoice Approval financial role can generate and approve invoices.


The Invoice section gives the sum of the income and disbursement amount incurred for the customer from the Actuals tab.
A sample is given below:

All the accounts which has 
 and 
 icon will be used in invoice and bill respectively.
Creating Invoice

Click on the 'Create New' button on the right side of the page to create an invoice for the customer.The following dialog box pops up:
  1. Select Invoice from the drop down menu in Type.
  2. Select the customer name from Invoice To drop down menu, it will list out all the customer's name linked in the Income and Disbursement accounts.
  3. Currency will automatically pick the currency mentioned in the workflow. If there is any alternate amount mentioned in the accounts, it will give you a drop down to select the currency.
  4. Click on the 'Create' button.


Once the invoice is created it will be listed in the Invoices tab and by default the Invoice status will be in draft.
The screen will be displayed:

Viewing Invoice

Click on the generated invoice.The following dialog box pops up:
    
  1. Date will display the invoice generated date.
  2. Currency will show you the currency which is used in the invoice.You can click on Change option to change the currency.
  3. Entity displays the Customer's name.
  4. Office displays the responsible office for the shipment.
  5. Created By displays the name of the user who has generated the invoice.
  6. Shipment Ref. displays the shipment number.
  7. Status displays the current status of the invoice. It can be a draft or Approved.
  8. Approved By displays the name of the user who has approved the invoice.
  9. Select Action gives you the option to either Finalize the invoice or to create a Pro-Forma. You can generate multiple Pro-Forma.
  10. Click on Delete button if you want to delete the invoice. You cannot delete invoice once it is finalize.
  11. Click on 'Add Pending' button if you want to add new accounts in the same invoice. You cannot 'Add Pending' account once the invoice is finalized.
Creating Credit Note

Click on the 'Create New' button on the right side of the page to create an invoice for the customer.The following dialog box pops up:
    
  1. Select Credit Note from the drop down menu in Type.
  2. Select the customer name from Invoice To drop down menu, it will list out all the customer's name linked in the Income and Disbursement accounts.
  3. Currency will automatically pick the currency mentioned in the workflow. If there is any alternate amount mentioned in the accounts, it will give you a drop down to select the currency.
  4. Click on the 'Create' button.


Once the credit note is created it will be listed in the Invoices tab and by default the Credit Note status will be in the draft.
The screen will be displayed:


Deleting Invoices/Credit Note

Open the invoice/credit note.Click on the 'Delete' button to delete the invoice/credit note from the shipment.
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