In order to add or edit a new Freight Invoice, you need to follow the below steps.
First of all, in an active voyage, click on the “Revenue” and a pop up window will open in which all types pf revenue will be displayed. (Freight, Demurrage, Miscellaneous etc.)
On the revenue area click on the “Add” button and select “Freight” This guide will demonstrate, step by step, how to create a freight invoice from the voyage screen.
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On the voyage screen, click on Revenue to access the financials module, which contains revenue, expenses, and invoices for the current voyage.
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In the revenue section, click on the Add button and select Freight from the dropdown menu. Insert Enter the quantity the , freight rate and any other info that you need and close this window and save the voyage.
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Once the Voyage is saved, click once more on the “Revenue” button and then on the Invoice area press the “Add” button. A pop up window will appear where you have to , and world scale (if applicable). This will add a new line item called Freight.
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Note: If you already know the total freight amount leave WS, Qty blank and enter the amount in the rate field. |
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Click on Add on the invoice section to begin creating an invoice for the new line item.
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A pop-up window will appear. In it, you must select the item for which you need to create the Invoice. Select the Freight and click on the “Create invoice” Create invoice button , on the right side.
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Note: You can select Copy Description if you wish to carry the description from the revenue section. You can also select the split revenue option if applicable. |
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A new page will open automatically and will transfer you to the Invoices.
There, you will be able to can add or edit all the information for this the newly created Freight Invoice.
On the left side there is , standard information retrieved straight from the voyage, such as the Vessel’s name, Voyage No.number, Charterer etc. On the right side you can select the Letterhead as well as other important data. There also, you will add/edit any item or amount or even include comments that are related to this invoice.
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Lastly you need to save the invoice and then download it on PDF format or issue it.
From , and Broker, is displayed. Select a Letterhead, an account, and other important information.
The invoice is currently in draft mode, which allows the user to manually edit most of the fields.
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Enter an invoice number.
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Then, you can save, issue or download the invoice using the three-bar menu on in the top right , you have also some extra options
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Despite corner.
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In the above example, where you had Freight basis a lumpsum rate, there are 2 other options to define the Freight amount
The one is when you have to define only the Quantity and Rate
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The way to create and raise an invoice is the same for all 3 optionswe have used a lumpsum freight amount to create a new invoice. However, you can also enter the freight quantity and a freight rate. The system will calculate the total freight using these figures.
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A world-scale amount can also be used with the freight quantity and rate to calculate the total freight rate.