Generate Manual Invoices and Credit Notes for Voyages

You can manually generate Accounts Receivable (AR) or Accounts Payable (AP) invoices for each voyage. This allows you to handle billing variations, charge multiple customers, or issue credits when required.

To generate an invoice for a voyage

1. Go to the Logistics > Dispatch > Voyages tab and select the voyage you want to bill.
2. When the voyage details appear, click Generate Invoices in the top-right corner.
3. In the window that opens, enter all required invoice details, including any line items:
4. To add another line item, click Add.
5. To remove a line item, click Delete.
6. Select the line items you want to include. The Generate Invoices button remains disabled until you select at least one item.
7. Add the Invoice Account and Account Address if needed.
8. Click Save to store your entries. You can reopen and edit them later, or click Cancel if you don’t want to save.
9. Click Generate Invoices to generate the invoice for the selected line items. A preview of the invoice appears.
10. Do one of the following:
    • Discard the invoice if you need to make further edits or add information.
    • Print the invoice. The system automatically saves the invoice when you print.
    • Save the invoice without printing. This assigns it an invoice number.