Difference between revisions of "Invoicing Logistics Jobs"
From Catalyst
(Bulk update) |
|||
(20 intermediate revisions by 4 users not shown) | |||
Line 1: | Line 1: | ||
== Summary == | == Summary == | ||
− | The following article explains how to | + | The following article explains how to invoice a Logistics Job. |
− | + | {{Tip|text='''Tip:''' For Help on creating a Logistics Job click [[How do I create a logistics job?|here]].}} | |
− | |||
− | == | + | == More Information == |
− | * | + | * To invoice your job, go to {{Menu|{{TI}}|Invoice and Credit Production}}. |
− | + | * You will be presented with the list of customers that have jobs that are ready to be invoiced. | |
− | + | {{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.}} | |
− | + | * From the list of customers, highlight the one you would like to produce an invoice for and press the {{Button|Select}} button. | |
− | * | + | * Press {{Button|Next >}} to move to the {{DataPrompt|Document Review}} tab. |
− | + | * If required, you can [[How can I Select which Logistics Jobs to Invoice?|select which jobs you want to include in the invoice]]. | |
− | {{Note|text= | + | * You can also check and amend the {{DataPrompt|Document date}}, and {{DataPrompt|Discount type}} here. |
− | + | * Once you are ready, press {{Button|Produce}} to print the invoice. | |
− | + | * If you are happy with the result, click {{Button|Accept}} to confirm and file the Invoice. | |
− | |||
− | |||
− | |||
− | |||
− | {{ | ||
− | |||
− | * | ||
− | |||
− | |||
− | * | ||
− | |||
− | * | ||
− | |||
− | |||
− | |||
− | * | ||
− | |||
− | * | ||
== See also == | == See also == | ||
− | * [[ | + | * [[How do I create a logistics job?|[How do I Create a Logistics Job?]] |
* [[How do I Credit a Logistics Job?]] | * [[How do I Credit a Logistics Job?]] | ||
* [[How do I Alter the Headings on my Logistics 'Select Invoice Items' Page?]] | * [[How do I Alter the Headings on my Logistics 'Select Invoice Items' Page?]] | ||
− | * [[How do I | + | * [[How can I Select which Logistics Jobs to Invoice?]] |
+ | * [[How do I Add a Fuel Surcharge To Logistics Invoices?]] | ||
+ | |||
+ | {{KB_Tags|transport, haulage, logistics, delivery, heavy goods, goods, invoice, invoicing jobs, printing logistics jobs}} | ||
+ | {{Guide}}{{Hint}}{{KB_TI}} | ||
− | + | {{KB_Ref|TI02, TI12, TI87}} | |
− | |||
− | {{KB_Ref| |
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
- [How do I Create a Logistics Job?
- How do I Credit a Logistics Job?
- How do I Alter the Headings on my Logistics 'Select Invoice Items' Page?
- How can I Select which Logistics Jobs to Invoice?
- How do I Add a Fuel Surcharge To Logistics Invoices?
Thank you for using our Knowledge Base, we value your feedback. Did you find this article useful? 'Yes' or 'No'
Tags
TI02, TI12, TI87