Difference between revisions of "Invoicing Logistics Jobs"

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== Summary ==
 
== Summary ==
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The following article explains how to enter and invoice a Logistics Job.
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The following article explains how to invoice a Logistics Job.
  
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== More information ==
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{{Tip|text='''Tip:''' For Help on creating a Logistics Job click [[How do I create a logistics job?|here]].}}
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* Go to {{Menu|{{TI}}|Job Planning}} and click {{Button|Add}}.
 
  
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=== Customer Information ===
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== More Information ==
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* At {{DataPrompt|Customer:}}, type in the customer's account code if known, or [[How do I Find a Customer?|search]] for the customer.
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* To invoice your job, go to {{Menu|{{TI}}|Invoice and Credit Production}}.
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* You will be presented with the list of customers that have jobs that are ready to be invoiced.
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{{Note|text='''Please Note:''' If you need to add a fuel surcharge to any of these jobs click [[How do I Add a Fuel Surcharge To Logistics Invoices?|here]] for help on how to do so.}}
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* From the list of customers, highlight the one you would like to produce an invoice for and press the {{Button|Select}} button.
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* Press {{Button|Next >}} to move to the {{DataPrompt|Document Review}} tab.
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* If required, you can [[How can I Select which Logistics Jobs to Invoice?|select which jobs you want to include in the invoice]].
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* You can also check and amend the {{DataPrompt|Document date}}, and {{DataPrompt|Discount type}} here.
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* Once you are ready, press {{Button|Produce}} to print the invoice.
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* If you are happy with the result, click {{Button|Accept}} to confirm and file the Invoice.
  
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=== Job Description ===
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== See also ==
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* The {{DataPrompt|Ticket No}}, {{DataPrompt|Date}} and {{DataPrompt|V.A.T.}} fields will be filled in automatically.
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* [[How do I create a logistics job?|[How do I Create a Logistics Job?]]
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* 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).
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* [[How do I Credit a Logistics Job?]]
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{{Note|title=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.}}
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* [[How do I Alter the Headings on my Logistics 'Select Invoice Items' Page?]]
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* 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.
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* [[How can I Select which Logistics Jobs to Invoice?]]
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{{Note|title=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.}}
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* [[How do I Add a Fuel Surcharge To Logistics Invoices?]]
  
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=== Job Pricing ===
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{{KB_Tags|transport, haulage, logistics, delivery, heavy goods, goods, invoice, invoicing jobs, printing logistics jobs}}
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{{Note|'''Make sure that you get this right!'''}}
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{{Guide}}{{Hint}}{{KB_TI}}
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*Enter the correct {{DataPrompt|Quantity}} and {{DataPrompt|Rate}} for the current job. The {{DataPrompt|Nett}} will be calculated automatically.
 
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=== Saving The Job ===
 
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* Once all the information is entered, have a final check to make sure this is correct.
 
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* Press {{KeyPress|Esc}} and click {{Button|Accept}} to save the Job.
 
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* Exit out back to the {{TI}} Main Menu.
 
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=== Completing the Sale ===
 
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* To invoice your job, go to {{Menu|{{TI}}|Invoice Production}}.
 
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* At {{DataPrompt|Customer:}} type in the customer's account code if known, or [[How do I Find a Customer?|search]] for the customer.
 
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* Press {{KeyPress|F2}} to print the invoice.
 
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* 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.
 
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== See also ==
 
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*[[Entering Logistics Management Jobs]]
 
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*[[How do I Create a New Driver?]]
 
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*[[How do I Create a New Status?]]
 
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*[[How do I Create a New Trailer?]]
 
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*[[How do I Create a New Vehicle?]]
 
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*[[How do I Find a Driver, Vehicle or Trailer?]]
 
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*[[How do I Alter the Headings on my Logistics 'Select Invoice Items' Page?]]
 
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*[[How do I Include Specific Tickets on an Invoice?]]
 
  
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{{KB_Tags|Transport, Haulage, logistics, delivery, heavy goods, goods, invoice}} 
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{{KB_Ref|TI02, TI12, TI87}}
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{{KB_TI}} {{FAQ}}
 

Latest revision as of 05:31, 3 October 2024

Summary

The following article explains how to invoice a Logistics Job.

Tip: For Help on creating a Logistics Job click here.

More Information

  • To invoice your job, go to " Logistics Management Invoice and Credit Production".
  • You will be presented with the list of customers that have jobs that are ready to be invoiced.
Please Note: If you need to add a fuel surcharge to any of these jobs click here for help on how to do so.
  • From the list of customers, highlight the one you would like to produce an invoice for and press the [Select] button.
  • Press [Next >] to move to the "Document Review" tab.
  • If required, you can select which jobs you want to include in the invoice.
  • You can also check and amend the "Document date", and "Discount type" here.
  • Once you are ready, press [Produce] to print the invoice.
  • If you are happy with the result, click [Accept] to confirm and file the Invoice.

See also


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Keywords AND Misspellings
transport, haulage, logistics, delivery, heavy goods, goods, invoice, invoicing jobs, printing logistics jobs
Tags

TI02, TI12, TI87

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