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:
One or more pickups must be posted before an invoice can be generated.
Invoices can be generated from the BOOKING DETAILS page or the PICKUP DETAILS page.
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.
Invoice Comments: Enter any comments to appear on the invoice.
Close Booking After Invoiced: Checking this box will close the booking immediately after generating the invoice.
Are you sure you want to invoice this booking?: By clicking Yes the invoice will be generated. If you select No this will cancel the invoice generation.
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.
Invoice Comments: Enter any comments to appear on the invoice.
Close Booking After Invoiced: Checking this box will close the booking immediately after generating the invoice.
Are you sure you want to invoice this booking?: By clicking Yes the invoice will be generated. If you select No this will cancel the invoice generation.
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.