Waybills – Invoicing

An Invoice generated from a Waybill is created for invoicing the Origin or Destination Agent. Invoices can be created from Waybills in the Invoicing tab of the Waybills module and viewed in the Invoicing tab of the Jobs module for each Job on the Waybill.

To create an Invoice:

1. Navigate to the Search tab of the Waybills module and select the required Waybill. Navigate to the Invoicing tab.

2. Click the Add button at the top of the tab. A new Invoice is created and automatically populated with details of the Origin Agent (this can be changed if the Invoice is for a different Agent). The Details of the Invoice are also automatically populated with the Waybill number and arrival date.

3. Ensure the information is correct and click Save.

4. Add line items to the Invoice by clicking the Add button at the bottom right of the Invoicing tab. Select all required Products and click OK.

A single Invoice can be created for all Jobs on a Waybill. This is particularly useful for Groupage Waybills. Invoices created in the Waybills module are also useful for invoicing complex jobs such as Jobs in a redelivery job.

Once the Invoice is saved, it can be posted, set to free of charge, or put on hold with the Hold button  . Invoices created from the Waybills module are posted in the same way as Customer Invoices.

To post an Invoice:

1. Navigate to the Invoicing tab of the Waybills module and Adding an Invoice.

2. Click the Post   button. In the Create Invoice window confirm that the details are correct and modify the date if required.

3. Select the Post direct to Debtors checkbox to immediately post the invoice to the Customers and General Ledgers.

4. Click the Invoice button. The Invoice can be viewed in the Customers – Invoicing module.