Create an Invoice

To access the Booking Details screen:  Go to the SALES menu    BOOKINGS    VIEW BOOKING DETAILS

PREREQUISITE:  In order to generate an INVOICE, a booking, pick up, and scale ticket must be created first.

Creating an Invoice Summary:

Invoicing from the booking details page


Invoicing from the booking details page will invoice all pickups on the booking that are posted and not already invoiced.

To generate an Invoice for all posted pickups on the booking, click Invoice:

Here you're able to choose Generate Invoice to generate the final invoice or click Show Invoice Preview to see what the invoice will look like before generating it.

If you click Generate Invoice you will receive the following message, which allows you to confirm proceeding with invoicing.

Sample of a generated Product Invoice.

Invoicing from the pickup details page


Invoicing from the pickup details page will create an invoice for the current pickup only.

To Generate an Invoice for a posted pickup, navigate to the pickup details page for it.

Click on the Invoice button.

To continue generating the invoice click, Generate Invoice.

Or

To preview the invoice before generating it, click Show Invoice Preview.

If you click Generate Invoice you will receive the following message, which allows you to confirm proceeding with invoicing.

To view invoice, click Booking Invoices then click View Invoice.  Click on the PDF pop up that will appear in the bottom left of the screen.

Sample of a generated Invoice.