Customers Invoices are created directly from the Completed
screen.
To
create one or more customer invoices, just click the ‘Invoice
and Lock Bookings’ button on the Main Screen’s ‘Completed’
tab.
This action will display the pop-up screen as across.
 |
|
On
this screen, first select one of the 3 options to determine the
type and number of invoices that are to be created and then
specify the tax point date of all the documents to be prepared.
On
completing this procedure, the bookings are automatically removed
from the ‘Completed’ screen.
|
Invoices
can represent either a single delivery or multiple deliveries.
Just 4
Simple Actions to create Customers’ Invoices from Accepted
Bookings
All
accepted bookings are displayed automatically in one of the
following 4 booking phases –
| Action
Taken |
|
Main
Screen |
|
Notes
and Comments |
| |
|
|
|
|
| Booking
entered and/or vehicle |
|
Unallocated |
|
Awaiting
allocation of a driver |
| |
|
|
|
|
| Driver
+ Vehicle Allocated |
|
In
Progress |
|
Awaiting
collection, in transit, delayed, refused |
| |
|
|
|
|
| P.O.D.
details entered |
|
Completed |
|
Ready
to invoice customer and/or pay 3rd party
carrier |
| |
|
|
|
|
| Invoice
command selected |
|
Invoices |
|
Invoiced
to customer singly or with
other bookings. |
