This guide will demonstratedemonstrates, step by step, how to create a freight invoice from the voyage screen.
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On the voyage screen, click
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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
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the Add button and select Freight from the dropdown menu. Enter the quantity, freight rate, 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
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Add
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in the invoice section to
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create 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
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the Create invoice button on the right
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.
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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 transfer you to the Invoices.
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You can add or edit all the information for the newly created Freight Invoice there.
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Standard information retrieved from the voyage, such as the Vessel’s name, Voyage number, Charterer, and Broker, is displayed on the left side.
Select a Letterhead, an account, and other important information.
The invoice is currently in draft mode, which allows allowing 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 in the top right corner.
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In the above example, we 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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