I can track trucks or containers to be invoiced

Date: January 25, 2023

Author: Jean-Philippe Boul

Source: Tango

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1. Go to Jules AI

2. In the "Invoices & Payables" menu, access the "Invoices" page. You can apply data manipulation tools, such as searching, grouping, sorting and filtering

For instance, you can filter the status by "Ongoing" or Pending" to see only trucks or containers whose invoicing is not finalized yet

3. When you click on the "Elements" column you can see the different elements to be invoiced and the progress

4. Another example here

5. You can click on "Linked docs" to see and download the invoices generated

6. Once the invoicing on some trucks or containers is done, you can select them

7. And click on "Close"

We mark trucks or containers as closed, when we consider that there is nothing more to invoice. It's a way to keep the list up to date

8. Confirming the closing action by clicking on "Yes, close"

9. You can edit the status filtering to show only the closed elements or the opposite

10. You can make to opposite action by clicking on "Open" to re-open trucks or containers

Updated on: 18/07/2024