This section is used to list all generated invoices in the system. It also allows to query, perform actions on the invoice. It includes 2 tabs: Auto Client Invoice and Manual Client Invoice.
Auto Client Invoice
Auto Client Invoice Query Form
This form helps to query client invoices by many fields.
Click on Monitoring → Invoice → This form will be appeared:
Screenshot: Auto Client Invoice Query Form
On this page: |
| Field Name | Description |
|---|---|
| Period | Set the period time to query by Due Date of Invoice. Due Date is the date on which invoice is payable. Custom: The user has set the period time by selecting the Start Date and End Date. Today: Query all invoices have Due Date is current day. Current Week: Query all invoices have Due Date belong to the current week. Current Month: Query all invoices have Due Date belong to the current month. |
| Period | Set the period time to query by Invoice Date. Invoice Date is the date on which invoice is generated. Custom: The user has set the period time by selecting the Start Date and End Date. Today: Query all invoices have Invoice Date is current day. Current Week: Query all invoices have Invoice Date belong to the current week. Current Month: Query all invoices have Invoice Date belong to the current month. |
| Invoice No | Query by the Invoice Number. |
| Carrier | Select the Carrier who invoice for. |
| Status | Select the status of the invoice. All: All the status includes Sent and Void Sent: Invoice is sent to the client successfully. Void: Invoice is void and client can ignore it. |
Auto Client Invoice Result Form
After filling in criteria, click on the Query button, the result form will be appeared as below:
Screenshot: Auto Client Invoice Result Form
| Field Name | Description |
|---|---|
| Invoice No | The number of invoice. |
| Invoice Date | The date/time when the invoice was generated. |
| Carrier | The carrier who received the invoice. |
| Invoice Period | Period time to generate the invoice and send to the carrier. |
| Amount Gross | The amount gross on the invoice. |
| Amount Paid | The amount which carrier has paid. |
| Due Date | The last date/time when the carrier have to pay the invoice. |
| State | The state of invoice. |
| Action | Action performed on the invoice. |
| Button | Description |
|---|---|
| Is used to download the invoice. |
| Is used to send invoice to the client. |
 | Is used to regenerate the invoice. |
| Is used to verify the invoice. |
| Is used to void the invoice. |
| |
| |
| |
| Is used to delete the invoice. |
| Is used to show/hide advance search. |
| Is used to download the list of auto invoices by two types of file: CSV and XLS. |
| Is used to refresh to get latest the list of auto invoice. |
| Is used to set the total of records per a page. |
| Is used to select the column which will be shown/hidden. |
| Is used to go to next, previous page. It is also used to go to the specific page by clicking on the number of page. |
Related pages
Popular Topics
Recently Updated Pages