I can generate a commercial invoice from containers

Date: January 20, 2023

Author: Jean-Philippe Boul

Source: Tango

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1. Go to Jules AI

2. After having entered the loading or delivery information, click on the arrow and select "Save & Add invoicing info"

3. In the invoicing information, you can change the values of the elements you will invoice (name, weight, price) and then click on "Save"

4. After having done this, select the containers for which you want to generate an invoice

5. Click on "Invoice/Report"

6. Click on "Create customer invoice"

7. If there is already an existing invoice attached (ex: a pro forma invoice) you can select it. Hence you can discard it and click on "Create invoice"

8. After having selected the existing invoice, you can tick the box "Generate a new invoice or not.

If you generate a new invoice, we will by default apply (with a negative value) any payment already attached to the existing invoice.
If you don't generate a new invoice, we keep editing the existing invoice (we display the elements of the initial invoice and the elements of the containers selected)

9. In case you have a payment applied to the initial invoice, you will see the new line like this

10. Once your invoice is ready, click on "Mark as complete" (or "Save as draft" if you want to make further changes)

Updated on: 18/07/2024