A. How to make an invoice

Purposes: 

  • Making a report to manage the receivable 
  • Making Receipt record
  • Downloading the excel sample template on Freightek and importing the data to accounting software such as Misa; BKAV; Viettel…to export the invoice.

Step 1: Choose “View” in the Debit that you want to Make an Invoice.

Step 2: Click the button “Make Invoice”.

Step 3: The “Make Invoice” window shows up: the system will checkbox those fields below:

  • Split Invoice by tax Group: automatically split the invoice by different tax groups (Ex divided by 0%; 10%)
  • Display One Currency:  Display only one currency on the invoice.
  • Change number precision: rounds decimals to units (default by 0)
  • Currency: the type of currency you want to Make an Invoice (default by VND)

  • Click “Next" to finish creating the invoice.

Note: The invoice can’t be edited to match the Debit Note.

B. Making Receipt record :

Step 1: Choose the Invoice to make a record >> Choose “Receipt record”


Step 2: The “Receipt record” window shows up: explaining the fields below: 

  • Recipient type (collect from who): the system already loads the customer (Customer) by the Debit created, if you want to choose other recipients you can choose in the list: Provider; Custom
  • Select Lead/ Client: the system automatically loads the customer’s name, if you want to choose another lead/client, you can select in the list:                            
  • PIC: the person who is in charge of the customer. 
  • Receipt date: The date received the invoice was.
  • Amount: the system already loaded the amount of money that customers need to pay.
  • Payment Method
  • Description: input the description (if you need it)
  • Note: input the note (if you need it)
  • Attachment: attached is the file (if you want).
  • Save: click “Save” to finish making the receipt record


Explaining statuses of Invoice:

Sent: the invoice isn’t paid yet

Paid: the invoice is paid 

Partial: the invoice is paid partially

Overdue: the invoice is overdue

C. Downloading the excel sample template to import to accounting software and export invoices

Step 1: “View” the invoice you want to download the excel template. 

Step 2: (1) Click the button download “Excel" -> (2) Choose to display: HBL; MBL; Booking or Clearance No  


Step 3: Use the excel file just downloaded, then import it into the accounting software to export the invoice.