General

• I can select the price to show on the invoice based on incoterms

  Creation Date: March 1, 2024 Created By: Akhil Vanjani View most recent version  1. Select the containers and click on 'Invoice/Payable' 2. Click on 'Create customer invoice' (https://storage.crisp.Popular

• I can generate invoice or supplier/vendor payables for containers with multiple materials

  Creation Date: February 16, 2023 Created By: Akhil Vanjani View most recent version on Tango 1. Go to Jules AI 2. Go to the "Containers" tab of the purchase, select the container, and click on "Invoice/Report" (https://storage.crisp.chat/users/helpdesk/Some readers

• I can record payments against debit and credit notes

  Creation Date: May 3, 2023 Created By: Akhil Vanjani View most recent version on Tango.us 1. Go to Jules AI 2. In the "Invoices & Payables" menu click on Payables Alternatively, you can click on "Invoices"  (https://storage.crisp.chat/users/helpdesk/webSome readers

• I can create invoices and payables with a negative value

  Creation Date: May 4, 2023 Created By: Akhil Vanjani View most recent version on Tango.us 1. Go to Jules AI 2. On the sales page, click on a sale to open the order (https://storage.crisp.chat/users/helpdesk/website/5c0e115a97950c00/b9453120-7aa9-4677-822a-3ee5bb1q6l8Some readers

• I can create a credit note

  This tutorial provides a step-by-step guide on creating a credit note in Jules. Step 1: Navigate to the Invoices and Payables module. Click on Invoices, go to the Invoices tab and select Open Invoices from the status filter.Some readers

• I can track the invoice or payable generation progress

  Creation Date: February 21, 2023 Created By: Akhil Vanjani View most recent version on Tango 1. Go to Jules AI 2. Go to the "Logistics" menu and click on "Trucks/Containers" (https://storage.crisp.chat/users/helpdesk/website/e1ff0f382749e000/82ecce56-694f-48c4-b1ba-d968e2Some readers

• I can define the settings of invoices or payables

  Creation Date: April 3, 2023 Created By: Akhil Vanjani View most recent version on Tango.us 1. Go to Jules AI 2. When creating an invoice or a payable, click on the "Settings" icon to access the settings menuFew readers

• I can change back the status of the invoice/payable from completed to draft

  This guide explains how to change an invoice back to draft status for editing in the invoice and payables models. Step 1: Navigate to your Invoice & Payables Module and proceed to your Invoices page. Alternatively, you can go to the payables page (https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/cb08f28e-2d97-426b-aa0b-be796ba5601c/35d6e1f9-a642-459d-b650-15f86d068a04/images/144b112e-495d-4043-b8bFew readers

• I can preview an invoice or a payable

  Creation Date: May 11, 2023 Created By: Jean-Philippe Boul View most recent version on Tango.us 1. Go to Jules AI 2. After having finished your invoice or payable computation, click on "Mark as complete" to finalize it orFew readers

• I can create a debit note

  This tutorial provides a step-by-step guide on creating a debit note in Jules. Step 1: Navigate to the Invoices and Payables module and select Payables. Set the status of a payable to Open. It's important to note that only open payables can be converted into a debit note. (https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/c5248276-e8a8-44d0-977e-94a46d1325fe/a129f394-5803-41a6-9d05-fc23e538bb4e/images/5462d3a7-070b-4Few readers

• I can manipulate the invoice/report generator

  In the tutorial, we guide you through the different options to create invoices or reports Date: January 19, 2023 Author: Jean-Philippe Boul Source: Tango 1. Go to Jules AI 2. You can select your "Billing entity" and edFew readers

• I can view and use existing Credits and Debits

  This guide provides a walkthrough on how to use the existing credits feature in Jules. Start by navigating to the credit notes page located under the invoicing and payables module on the invoice page. Step 1: Navigate to the credit notes page. (https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/99e9dc7e-3e90-4c21-9602-23d7fb03ccc9/22918a3e-1f6a-4c32-a7f6-eaf0f55cb76c/images/97116421-c753-445e-85f3-787899962270Few readers

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Invoices

• I can generate a pro forma invoice from a sale

  Creation Date: Jun 06, 2024 Created By: Akhil Vanjani View most recent version  1. Go to the 'Sales' page and click on the sale 2. Click on the '$' icon on the top right (https://storage.crisp.cPopular

• I can link multiple proforma to a commercial invoice

  Creation Date: April 27, 2023 Created By: Akhil Vanjani View most recent version on Tango.us 1. Go to Jules AI 2. On the containers tab, select the containers and click on the "Generate an invoice" option You can access containers page from our Sales, Trucks/Containers oSome readers

• I can generate a commercial invoice from containers

  Date: January 20, 2023 Author: Jean-Philippe Boul Source: Tango 1. Go to Jules AI 2. After having entered the loading or delivery information, click on the arrow and select "Save & Add invoicing info" (https://storage.crisp.chat/users/helpdesk/website/fSome readers

• I can link a commercial invoice with a pro forma invoice already paid

  Step 1: Navigate to the sales module and open the sales page. This process can also be followed from the Purchase or Loads Page. Step 2: Click on the order to work on next and Move to the containers tab.Some readers

• I can create an invoice from scratch

  Creation Date: January 20, 2023 Created By: Jean-Philippe Boul View most recent version  Jules AI 1. Go to Jules AI 2. Go to "Invoices & Payables" and click on "Invoices" (https://storage.crisp.chat/users/helpdesk/website/7e92fSome readers

• I can close or re-open a truck/ctn to be invoiced

  Date: January 19, 2023 Author: Jean-Philippe Boul Source: Tango 1. Go to Jules AI 2. Select the trucks or containers you want to close 3.Few readers

• I can generate a proforma invoice

  Generating and Editing the Invoice Step 1: Navigate to the sales module on the sales page. Step 2: Choose the sale to work on. Step 3: Click on Generate an Invoice. (https://usercontent.clueso.io/0affecff-6113-4a1f-bFew readers

• I can track trucks or containers to be invoiced

  Date: January 25, 2023 Author: Jean-Philippe Boul Source: Tango 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 fFew readers

• I can approve or reject (validate) an invoice

  This guide explains how to approve an invoice in Jules. Start by navigating to the invoices page. Under the invoices section, select the invoice to be approved. Next, notice the options to approve or reject the invoice. Choose (https://usercontent.cluesoFew readers

• I can generate an invoice from trucks

  Creation Date: January 20, 2023 Created By: Jean-Philippe Boul View most recent version on Tango.us 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 directlFew readers

• I can generate a commercial invoice while switching volume unit

  Creation Date: January 26, 2023 Created By: Jean-Philippe Boul View most recent version  Jules AI 1. Go to Jules AI 2. Go to your selected sale and in the "Containers" tab (https://storage.crisp.chat/users/hFew readers

• I can refresh prices and values when generating invoices or payables

  Creation Date: February 24, 2023 Created By: Akhil Vanjani View most recent version on Tango 1. Go to Jules AI 2. Go to sales view and click on "Edit" to edit the price (https://storage.crisp.chat/users/helpdesk/website/cec7e562487a5000/8eedd551-32e2-488c-bFew readers

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Payables

• I can upload a supplier or a vendor invoice in the payable list

  Step 1: Navigate to the Invoices and Payables module and proceed to the Vendor Payables page. Step 2: Access the Vendor Payables tab. (https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/e5725959-Some readers

• I can generate vendor payables from "To be reported" page

  Date: January 25, 2023 Author: Jean-Philippe Boul Source: Tango 1. Go to Jules AI 2. In the "Invoices & Payables" menu, access the "Vendor payables" page. You can filter by status to see only the "Ongoing" and "Pending" reports (https://storage.crisp.Some readers

• I can generate a supplier payable from trucks

  Creation Date: January 20, 2023 Created By: Jean-Philippe Boul View most recent version on Tango.us 1. Go to Jules AI 2. After having selected the trucks in the purchase (or sale, click on "Invoice/Report" You can also make the selection from the ContaFew readers

• I can close or re-open a truck/ctn to be reported

  Date: January 19, 2023 Author: Jean-Philippe Boul Source: Tango 1. Go to Jules AI 2. Select the trucks or containers you want to closeFew readers

• I can generate a supplier payable from containers

  Creation Date: January 20, 2023 Created By: Jean-Philippe Boul View most recent version on Tango.us 1. Go to Jules AI 2. After having entered Loaded or Delivered information, select the container(s) You can also make the selection from the Container paFew readers

• I can track trucks or containers to be reported

  Date: January 25, 2023 Author: Jean-Philippe Boul Source: Tango 1. Go to Jules AI 2. In the "Invoices & Payables" menu, access the "Supplier payables" or "Vendor payables" page. You can apply data manipulation tools, such as searching, grouping, sorting and fFew readers

• I can create a supplier payable for advance

  This tutorial provides a step-by-step guide on generating a supplier payable for advance in Jules. Start on the purchase page: Step 1: Navigate to a purchase. Step 2: Click on the generate a supplier payable dollaFew readers

• I can generate supplier payables from "To be reported" page

  Date: January 25, 2023 Author: Jean-Philippe Boul Source: Tango 1. Go to Jules AI 2. In the "Invoices & Payables" menu, access the "Supplier payables" page. You can apply data manipulation tools, such as searching, grouping, sorting and filtering For insFew readers

Payments

• I can record incoming payments against invoice

  This tutorial provides a comprehensive guide on how to record a payment in the Jules app. Start by accessing the Invoices and Payables module and navigate to the Invoices page. Step 1: Navigate to the Invoices page. Step 2:Popular

• I can record an incoming payment and assign it to an invoice

  Date: January 20, 2023 Author: Jean-Philippe Boul Source: Tango 1. Go to Jules AI 2. In the "Invoice" menu, click on "Incoming payments"Some readers

• I can record and adjust an outgoing payment to multiple payables

  This tutorial provides a step-by-step guide on recording an outgoing payment for multiple payables in Jules. Step 1: Navigate to the Invoices and Payables module. Step 2: Click on the Payables page. Step 3: Navigate to the Outgoing Payments tab. Step 4: Click on Add an Outgoing Payment. (https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/71a31840-f44b-4239-a503-0aSome readers

• I can edit or delete an incoming payment

  Date: January 20, 2023 Author: Jean-Philippe Boul Source: Tango 1. Go to Jules AI 2. In the "Invoices" pages, tab "Incoming payments", click on the pencil "Edit" icon at the end of the selected payment (https://storage.crisp.chat/users/helpdesk/website/f00aFew readers

• I can edit or delete an outgoing payment

  Date: January 25, 2023 Author: Jean-Philippe Boul Source: Tango 1. Go to Jules AI 2. When you access the "Outgoing payments" page, click on "Edit" for the payment you want to edit You can access the page in "Invoices & Payables" menu "Supplier payaFew readers