Generating Freight Invoices

Introduction

A Freight Invoice is a document that formalises freight activities related transactions between parties on the AgriChain platform.

All freight invoices generated are linked to the freight order from which they originated, and this includes freight orders used for freight allocations.

To generate a Freight Invoice, you can use the following methods:

Method 1: Using the Orders Section

1. Log in to AgriChain using your credentials.
2. Navigate to the Freight Orders module from the left-hand side menu.
3. Search, select, and click on the freight order you wish to invoice for.
4. You will then be brought to that freight order's details page.
5. Along the top of the page, you will see a number of tabs showing the various actions and freight activities related to the freight order.
6. Click on the 'Invoice' tab.
7. On this tab's page, to generate a freight invoice, click on the 'Generate Invoice' button on the top right-hand side of the page, and select 'Freight Invoice'. 
8. You will then be brought to the Freight Invoice creation form with certain details auto-populating, as this invoice creation form is pulling details from the freight order it is linked to.
9. From here, input all the remaining and relevant details
   • Ensure that you 'tick' the freight movements you would like to invoice for under the 'Items To Be Invoiced' section

   • Please note that ONLY freight movements that are marked as Completed can be invoiced for.

10. You also have the option to add a Custom Item for additional items to be invoiced. To learn more, please refer to the article [Refer Article]
11. Once completed, click on 'Continue and Review' (bottom-right corner).
12. On the Contract Preview screen, cross-check all the details.
13. Click on 'Submit' to proceed.
14. A pop-up will appear (subject to 'Show Email Pop-up' setting is enabled for the company [Refer Article: How to Send Email?] ) with the option to email PDF copies of the contract:
    1. Select the counterparty’s email address to send them a notification.
    2. (Optional) Tick the 'Acceptance Request' checkbox if you want approval from the counterparty.
    3. Click 'Send Now' to trigger the email or 'I’ll Do It Later' to skip it. 
       

Method 2: Using the Invoices Section

1. Log in to AgriChain using your credentials.
2. Navigate to the Invoice module from the left-hand side menu.
3. Select the 'Freight Receivable' or the 'Freight Payable' tab.
   1. Freight Receivable:
      • Identify the counterparty that you would like to invoice
      • Expand the list by clicking on the counterparty and tick the load you would like to invoice. 
      • Once done, please click on 'Action Selected Invoice' and select the three actionable items.
   2. Freight Payable:
      • Identify the counterparty that you would like to invoice
      • Expand the list by clicking on the counterparty and tick the load you would like to invoice
      • Once done, please click on '+Payment Run' to generate an invoice and ABA file.

To learn more about Freight Payable and Freight Invoice, please for the article [Refer Article]