Create and edit shipment invoices/bills
Create your customer invoices and billing for each of the shipments using the Add Invoice section of the Shipments Accounting module.
To create your shipment customer invoices or bills:
In the main menu, go to Shipments > All Shipments.
Click on the Edit pencil icon for the respective shipment.
On the Shipment page, click on the Accounting Tab.
If you wish to add an invoice:
Click on the Add Customer Invoice (AR) button.
In the returned Invoice page, enter the below mandatory fields:
Customer name, Invoice date, Invoice Payment Term and the Due Date.
Finally, click on Add to save the invoice.
(OR)
If you wish to add a costing or a bill:
Click on the Add Cost/Bill (AP) button.
In the returned Bill/Receipt page, enter the below mandatory fields:
Vendor - Select your desired vendor from the list.
Vendor Bill No - Bill number or TBD if not available.
Issue Date - The Sent date on the receipt.
Due Date - Payment due date.
PO Document - The PO document’s number.
Finally, click on Add to save the receipt.
