Create Invoice

An invoice is a document from the seller to the buyer detailing the goods or services shipped, costs, and payment terms. It serves as a record of the transaction.

How to create Invoice in CargoEZ?

To create an invoice in CargoEZ, please follow the steps outlined below:

1. Select the shipment file you need to invoice.

2. Go to the Finance Tab and select Receivables section.

3. Look for the Invoice section.

4. Click on NEW INVOICE.

5. Create Invoice window will pop up where you can fill in all the invoice details.

Invoice Control Functions

1. View: This option allows you to see the invoice details without making any changes. It's useful for reviewing the invoice before sending it to the buyer.

2. Void: If you need to cancel the invoice for any reason, you can use the Void option. This marks the invoice as invalid and prevents it from being processed for payment.

3. Edit: If you need to make changes to the invoice, such as updating the quantity of items or correcting a mistake, you can use the Edit option. This allows you to modify the invoice details as needed.

4. Send: Once the invoice is ready to be sent to the buyer, you can use the Send option to transmit it electronically or via mail. This notifies the buyer of the amount owed and the payment due date.

5. Clone: If you have a similar invoice that you need to create, you can use the Clone option. This duplicates the invoice, allowing you to make minor adjustments instead of creating a new invoice from scratch.

6. Locking Unlocking: It's a vital aspect of managing invoices, as it pertains to controlling access and preventing unauthorized changes to the invoice once it's finalized or in a certain stage of processing.

7. Approve or Reject: After the bill is submitted for review, the approving authority can either "Approve" or "Reject" it. Approving the bill indicates consent for payment, while rejecting it signifies that further modifications or clarifications are required before approval can be granted. This step ensures proper scrutiny and control over financial transactions.

8. Print Preview: View a formatted version of the invoice before printing.

9. Upload: Attach supporting documents or files related to the invoice.

10. Related Transactions: See all transactions linked to the invoice.

11. History: Track all changes and actions taken on the invoice.