Sales Invoice

To Create a Periodical Invoice

1. On the Freight Forwarding Order Processor Role, choose the Start Sales Invoice Run task to create the Periodical Sales Invoice.

2. Apply the relevant filters and options to create the Sales invoice(s).

Note

• If a Shipment will be invoiced is managed by the status of the Document. Only when the Include Invoice Run is enabled in the Status template, the Shipment will be invoiced during the Sales invoice run.

Invoice Currency

The Invoice Currency can be either the Currency as specified on the Revenue line, the Local Currency specified on the General Ledger Setup card or the Currency as specified on the Customer card.

Note

If the Invoice Currency is different from the Currency on the Revenue Line, the system will use the Currency Factor to calculate the Line Amount on the Sales invoice. Learn more about how to manage the Currency Exchange Rate in the forwarding module.

Invoice Grouping

The system will generate an invoice per Sell-to customer and per Invoice Currency Code. The Invoice Type Code filed on the Revenue Line can be used to add additional grouping.

Tip

You can set up the default Invoice Type Code field on the Agreement Detail Line.

See also

To Create a Sales invoice from a Shipment
How to set up the Invoice Currency Source
Manage Status Templates
Manage the Currency Exchange Rate