View source for Invoicing Logistics Jobs

== Summary ==
The following article explains how to enter and invoice a Logistics Job.

== More information ==
* Go to {{Menu|{{TI}}|Job Planning}} and click {{Button|Add}}.

=== Customer Information ===
* At {{DataPrompt|Customer:}}, type in the customer's account code if known, or [[How do I Find a Customer?|search]] for the customer.

=== Job Description ===
* The {{DataPrompt|Ticket No}}, {{DataPrompt|Date}} and {{DataPrompt|V.A.T.}} fields will be filled in automatically.
* Enter the relevant details in the three information areas of the Job Data Entry screen (top right, middle right and bottom right of the screen).

{{Note|text=How these blocks of information are used can be tailored to your requirements. Generally, two of them are used for Collection and Delivery, whilst the third is more varied.}}

* Enter the {{DataPrompt|Driver}}, {{DataPrompt|Vehicle}} and {{DataPrompt|Trailer}} in the relevant fields of the Job Data Entry screen or [[How do I Find a Driver, Vehicle or Trailer?|search]] for the correct information. 

{{Note|text=These details can be filled in after the job has been entered, but must be done before the invoice is done - obviously you may not know which driver, vehicle or trailer will do the job when you enter the job.}}

=== Job Pricing ===
{{Warning|text=Make sure that you get this right!}}

*Enter the correct {{DataPrompt|Quantity}} and {{DataPrompt|Rate}} for the current job. The {{DataPrompt|Nett}} will be calculated automatically.

=== Saving The Job ===
* Once all the information is entered, have a final check to make sure this is correct.
* Press {{KeyPress|Esc}} and click {{Button|Accept}} to save the Job.
* Exit out back to the {{TI}} Main Menu.

=== Completing the Sale ===
* To invoice your job, go to {{Menu|{{TI}}|Invoice Production}}.
* At {{DataPrompt|Customer:}} type in the customer's account code if known, or [[How do I Find a Customer?|search]] for the customer.
* Press {{KeyPress|F2}} to print the invoice.
* This prints the invoice. Once this has been checked and you are happy with the result, click {{Button|Accept}} to complete and file the Invoice.

== See also ==
* [[Entering Logistics Management Jobs]]
* [[How do I Credit a Logistics Job?]]
* [[How do I Alter the Headings on my Logistics 'Select Invoice Items' Page?]]
* [[How do I Include Specific Tickets on an Invoice?]]

{{KB_Tags|Transport, Haulage, logistics, delivery, heavy goods, goods, invoice}}  
{{KB_TI}} {{Hint}} {{Guide}}
{{KB_Ref|TI87, TI12, TI02}}