Welcome to the Veson Nautical Knowledge Base. In the Help Center, you can view the same articles and contact support as needed.
IMOS On-Prem - Create Invoices
Error rendering macro 'excerpt-include' : No link could be created for 'IMOS'.
The Create Invoices list displays all invoices or partial invoices that were generated but not created in Operations.
In the Financials module center , under Transactions, click Create Invoices.
Creating Invoices
- From the Invoice Type list, select the type of invoice you want to create.
- To view invoices from a particular date through today, in the Dates From filter at the top right of each list, select a date.
Note: On the Create Freight Invoices list:- An additional Voyage Commencing Dates From filter defaults to the last 3 months.
- If an invoice has no BL Date, the Arrival Date at the cargo-handling port is used for the filter comparison.
- To view invoices from a particular date through today, in the Dates From filter at the top right of each list, select a date.
- Do one of the following:
- To create a printable invoice, in the Action column, click Create Invoice or Create Relet Invoice.
- To create more than one invoice at a time, select the check box in front of each invoice you want to create and then click Create Invoice at the top of the list.
When the invoice appears, enter at least the Vessel Name and Code; Owner, Charterer, or Receiver; and Invoice Date.
Additional Information
- To issue an invoice with the bank details of a certain company, specify that company in the Via Company field. The bank selection will be limited to that company.
- If the invoice is not ready for approval, change its status to Pending before saving, so you can continue to edit it.
- If the status is Actual, a saved invoice can be approved; if your system is not configured to use the approval process, the invoice can be posted.
- If the status is Pending, a saved invoice can still be edited and submitted for approval later.
List Functions
The Create Invoices list is a standard IMOS list, so you can sort it, filter it, do a Quick Search, and create custom Views for it.
Still need help? Visit the Veson Nautical Help Center.
Copyright © 2017-2024 Veson Nautical LLC All Rights Reserved - Privacy Notice | End User Terms of Use