Invoicing Logistics Jobs

Summary

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

More information

• Go to " Logistics Management Job Planning" and click [Add].

Customer Information

• At "Customer:", type in the customer's account code if known, or search for the customer.

Job Description

• The "Ticket No", "Date" and "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).

PLEASE NOTE:  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 "Driver", "Vehicle" and "Trailer" in the relevant fields of the Job Data Entry screen or search for the correct information.

PLEASE NOTE:  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

Important:  Make sure that you get this right!

• Enter the correct "Quantity" and "Rate" for the current job. The "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 <Esc> and click [Accept] to save the Job.
• Exit out back to the Logistics Management Main Menu.

Completing the Sale

• To invoice your job, go to " Logistics Management Invoice Production".
• At "Customer:" type in the customer's account code if known, or search for the customer.
• Press <F2> to print the invoice.
• This prints the invoice. Once this has been checked and you are happy with the result, click [Accept] to complete and file the Invoice.

See also

• Getting Started
• Getting Started - Logistics Management
• Entering Logistics Management Jobs
• How do I Credit a Logistics Job?
• How do I Create a New Driver?
• How do I Create a New Status?
• How do I Create a New Trailer?
• How do I Create a New Vehicle?
• How do I Find a Driver, Vehicle or Trailer?
• How do I Alter the Headings on my Logistics 'Select Invoice Items' Page?
• How do I Include Specific Tickets on an Invoice?

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Keywords AND Misspellings

Transport, Haulage, logistics, delivery, heavy goods, goods, invoice