Create a Freight Invoice

Modified on Thu, 29 Aug, 2024 at 4:07 PM

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

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

Method 1

  1. Click on 'Freight Orders' in the left-hand navigation bar menu. You will then be brought to a list of all the freight orders linked to your profile.
  2. Search, select, and click on the freight order you wish to invoice for.
  3. You will then be brought to that freight order's details page.
  4. Along the top of the page, you will see a number of tabs showing the various action and freight activities related to the freight order.
  5. Click on the 'INVOICE' tab.
  6. 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'. 
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  7. 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.
  8. 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.
    • Do please note that ONLY freight movements that are marked as Completed can be invoiced for. 
  9. You also have the option to add a Custom Item for additional items to be invoiced.
  10. Once done, click on 'CONTINUE AND REVIEW' at the bottom of the form and review the invoice.
  11. Once satisfied, click on 'SUBMIT'.
  12. A pop-up will appear with the header 'Email PDF copies to'.
    • This feature enables you to send out invoices as an email directly from the AgriChain platform.
  13. Tick the relevant counterparties you wish to send the invoice to as an email, and input any other additional emails. 
  14. Once done, click on 'SEND NOW'.
  15. If you do NOT wish to send the invoice as an email, click on 'I'LL DO IT LATER'.
  16. Your freight invoice will be generated.

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