Invoicing

To create new sales invoice:

1. Go to Customers > Sales Invoices.
2. At the top right of the Sales Invoices list, click the Add icon.

   

3. In the Sale Invoice form, do the following:
1. Make sure the Company and Class fields contain correct values.
2. In the BOL# field, start typing the number of the BOL you have created and then select it from the list. You can select the PO number instead in the PO# field.

   Wait until all the corresponding data is populated, including the values in the Bill To and Ship To fields.

3. In the Invoice Date field, select the invoice date.
4. From the Terms list, select the invoice terms.
5. Make sure the Ship Date and Due Date fields contain correct invoice dates.
6. In the Sale invoice # field, enter the invoice number. Use the value from the BOL# field for transparency.
7. Make sure the Terminal field contains correct value.

   

4. Go to the Fuel/Services section and then do the following:
1. Enter additional taxes, surcharges and fees, if necessary.
2. In the Unit Price column, enter the corresponding value for each product in the list.
3. Enter customer message and/or memo, if necessary, in the corresponding fields.

   

5. Go to the top of the Sale invoice form and then do the following:
1. Select the Completed option to change the invoice status to Completed.
2. At the top right of the form, click the Save icon.