Invoice Generation allows users to create final invoices for completed shipments.
Invoices can be generated based on date, customer, or reference and can be downloaded or shared with customers.

How to Access

Navigate through the system:

  • Go to Customers
  • Click Customer Invoice
  • Select Generate Invoices

This will open the invoice generation screen

Step-by-Step Process

Step 1: Open Invoice Module

  • Click on Customers
  • Select Customer Invoice

Select Customer Invoice

  • Click Generate Invoices

Click Generate Invoices

  • Click Create Invoices

Click Create Invoices

Step 2: Select Invoice Type

You will see multiple invoice options:

  • Invoice by Date
  • Invoice by Business (Customer)
  • Invoice by Customer Reference

Select Invoice Type

👉 Choose the required option based on how you want to generate invoices

Step 3: Set Invoice Criteria

Fill the required details:

  • Booking Start Date & End Date
  • Collection Start Date & End Date (optional)
  • Carrier (if required)

Step 4: Select Additional Options

You can select below accordingly:

Send PDF to Customer A/C Contact

  • Sends the invoice PDF to the customer’s billing email address
  • Email is picked from the customer profile settings

Send CSV to Customer A/C Contact

  • Sends a detailed invoice CSV file
  • Includes:
    • All shipment details
    • Complete surcharge breakdown with values
  • Delivered to the customer’s billing email

Attach Adjustments (if any)

  • Generates invoices for:
    • Credit notes (price decrease)
    • Debit notes (price increase)
  • Applies when:
    • An already invoiced shipment is re-priced or reconciled

Send to a Particular Email

  • Sends invoice PDF to a custom email address
  • Useful when:
    • Not sending to default customer billing email

Add Old Uninvoiced Shipments

  • Includes:
    • Pending shipments not invoiced earlier
  • Ensures no shipments are missed in billing

Show Only Ready for Invoice Shipments

  • Filters and includes only:
    • Shipments marked as “Ready for Invoice”
  • Helps avoid invoicing incomplete shipments

Run Invoice for Weekly / Monthly Customers

  • Generates invoices only for customers with:
    • Weekly billing cycle, or
    • Monthly billing cycle
  • Based on customer invoice terms set in the system

Step 5: Create Invoice

  • Click SAVE / Create Invoice

You will see a message:

“We are processing your request for Invoice creation…”

👉 This means invoice generation is in progress

Step 6: Invoice Creation Log

Once processed:

  • Go to Action Column
  • Click on Created Invoice Log

This will show:

  • Invoice Reference
  • Created By
  • Date
  • Selected criteria

Invoice Creation Log

Step 7: Download Invoice

From the Action Column, you can:

  • 📄 Click Download (PDF) → Invoice with branding & full details
  • 📊 Click Excel (CSV) → Shipment-level data

Invoice Types Explained

Invoice by Date

  • Generates invoices based on:
    • Booking Date
    • Pickup Date

Invoice by Business (Customer)

  • Generates invoices customer-wise

Invoice by Customer Reference

  • Generates invoices based on shipment reference

Output

  • Invoice is successfully generated
  • Available for:
    • PDF download
    • Excel download
  • Can be sent directly to customers

Key Features

  • Supports multiple invoice generation methods
  • Allows shipment filtering & grouping
  • Enables automatic email sending
  • Provides detailed invoice logs

Best Practices

  • Verify date filters before generating
  • Use PDF for customer sharing
  • Use Excel for internal validation

Notes

  • Only shipments with:
    • Valid rates (not ₹0)
    • Eligible status (e.g., Delivered)
       will be invoiced
  • Configure rules under Invoice Generation Settings if needed