I can generate a commercial invoice while switching volume unit
Creation Date: January 26, 2023
Created By: Jean-Philippe Boul
View most recent version
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This action can also be done from the "Trucks/Containers" page or in the "Shipment" page (in the drawer, "Containers" tab) after having selected containers
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You can also choose invoice template, default currency, and data source in this menu
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Created By: Jean-Philippe Boul
View most recent version
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# Jules AI
1. Go to Jules AI
2. Go to your selected sale and in the "Containers" tab
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3. After having selected the containers, click on "Invoice/Report"
This action can also be done from the "Trucks/Containers" page or in the "Shipment" page (in the drawer, "Containers" tab) after having selected containers
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4. Click on "Create customer invoice"
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5. In the modale, in you select if you want to attach this commercial invoice to an existing invoice, for instance a Pro forma invoice. In our case, we will not do it
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6. In the invoice computation category, click on "Settings"
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7. Here you can select the unit
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8. Click on "Save"
You can also choose invoice template, default currency, and data source in this menu
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9. Once your invoice is ready, click on "Save as draft" if you want to make further changes or on "Mark as complete" if you won't
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10. Then you can download the invoice by clicking on its number
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Updated on: 18/07/2024
Thank you!