Generating an invoice

  1. In the Module menu, click Financial.
  2. In the Menu bar, click Invoices.
  3. In the Submenu, click Customer Invoice.
    Note: Clicking Invoices automatically directs you to the Customer Invoice submenu.
  4. Search for revenue lines:
    1. Click to open the filters.
    2. Use the filters and click Search.
      Tip: Using more filters will reduce the search time and optimize the results.
    The revenue lines appear in a grid.
    Note: Click the tabs to only view the Discharging, Loading, Stock Change, VAS or Warehouse lines.
  5. Click Generate to create one or more invoices from the search results.
    Note: Invoices are created per order.
    Tip: You can also manage the revenue lines.
  6. Click OK in the pop-up window.
    The generated invoices appear in an overview.
Next, you can edit and complete the invoice.