I can generate an invoice from trucks

Creation Date: January 20, 2023

Created By: Jean-Philippe Boul

View most recent version on Tango.us

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1. Go to Jules AI

2. After having entered "Delivery" information, select the right trucks

You can also make the selection from the Truck page or directly from the Invoice page (tab "To be invoiced")

3. Then click on "Invoice/Report" and "Customer invoice"

4. If there is no prior invoice you want to attach the new invoice to, then discard this step and click on "Create invoice"

5. On "Invoice and Payable" page click on "Settings" to open the menu

6. You can choose based on what information you want to generate the invoice and click on "Save"

You can also choose invoice template, default currency and unit in this menu 

7. Check the other information for the invoice and once it's ready, click on "Mark as complete" to finalize it or on "Save as draft" if want to make further changes later on

You can also click on the down arrow next to save and preview the invoice

8. Once saved, you can click on the invoice number to download it

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Updated on: 18/07/2024