A. How to make an invoice
Purposes:Â
- Making a report to manage the receivableÂ
- 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: Â 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:Â
- 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:              Â
- PIC: the person who is in charge of the customer.Â
- 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 paidÂ
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.Â
Step 2: (1) Click the button download “Excel" -> (2) Choose to display: HBL; MBL; Booking or Clearance No Â
Step 3: Use the excel file just downloaded, then import it into the accounting software to export the invoice.