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Creating Invoices for Shipments

Updated

This guide explains how to create invoices for one or more shipments in Logistiqo. Depending on the selected shipments and the customer settings, Logistiqo can create either individual invoices or collective invoices.

 

Displaying Shipments for Invoicing

  1. Go to Accounting > Debtors > Invoice Registry.
  2. Above the table, change the view from Invoice to Shipments.
  3. The table now shows shipments that have not yet been invoiced.

Creating an Invoice from Shipments

  1. Select one or more shipments from the table.
  2. Click New in the toolbar.
  3. Logistiqo creates an invoice for the selected shipment or shipments.

If you select one shipment, Logistiqo usually creates an individual invoice. If you select several shipments, Logistiqo can create a collective invoice, depending on the customer settings.

Note About Collective Invoices

To create a collective invoice, monthly invoice, or weekly invoice from several selected shipments, the corresponding setting must be enabled for the customer.

If this setting is not enabled for the customer, Logistiqo creates individual invoices even if several shipments were selected.

Checking and Saving the Invoice

After the invoice has been created, the invoice master data and invoice positions are displayed.

Check the invoice carefully, especially the invoice recipient, invoice date, delivery date, payment condition, invoice positions, prices, VAT, and total amount.

Then click Save in the toolbar.

Once the invoice is saved, Logistiqo assigns an invoice number.

Sending the Invoice by Email

After saving, you can send the invoice directly by email from Logistiqo.

  1. Open the invoice.
  2. Click Email in the toolbar.
  3. Check the email in the pop-up window.
  4. Send the message.

Printing the Invoice

You can also print the invoice or generate it as a PDF.

  1. Open the invoice.
  2. Click Print in the toolbar.
  3. Select the required print option.

Depending on your setup, printouts may be generated with or without a logo or document background.

Invoice Documents and eInvoice Files

After saving or printing the invoice, the generated invoice documents can be shown in the Documents section on the right side of the invoice.

Depending on your setup, this may include the invoice PDF and eInvoice files such as XML documents.