Create a Brokerage Fee Invoice

As a Broker, to generate a Brokerage Invoice, you can use one of the following methods. All invoices generated are linked to the commodity contract it originated from. 

Method 1

• Click on 'Invoices' in the left-hand navigation bar menu. You will then be brought to a list of all generated invoices linked to your profile.
• Click on the 'GENERATE INVOICE' button on the top-right hand side of the page, and select 'Brokerage Invoice'.

• You will then be brought to the Brokerage Invoice creation form.
• Under the 'General' section, ensure that you select:
  • The 'Bill To' counter-party, before selecting
  • The Contract Number
  • NB: A maximum of 6 contracts can be bulk invoiced for a brokerage invoice.
• Input all the remaining and relevant details.
• Once done, click on 'CONTINUE AND REVIEW' at the bottom of the form and review the invoice.
• Once satisfied, click on 'SUBMIT'.
• 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.
• Tick the relevant counterparties you wish to send the invoice to as an email, and input any other additional emails.
• Once done, click on 'SEND NOW'.
• If you do NOT wish to send the invoice as an email, click on 'I'LL DO IT LATER'.
• Your brokerage invoice will be generated accordingly.

Method 2

• Click on 'Contracts' in the left-hand navigation bar menu. You will then be brought to a list of all the commodity contracts linked to your profile.
• Search, select and click on the commodity contract you wish to do a brokerage invoice for.
• You will then be brought to that contract detail page.
• Along the top of the page, you will see a number of tabs showing the various action and freight activities related to the contract. 
• Click on the 'INVOICE' tab. 
• On this tab's page, to generate a brokerage invoice, click on the 'GENERATE INVOICE' button on the top right-hand side of the page, and select 'Brokerage Invoice'.

• You will then be brought to the Brokerage Invoice creation form with certain details auto-populating as this invoice creation form is pulling details from the commodity contract it is linked to.
• Under the 'General' section, ensure that you select the 'Bill To' counter-party.
  • NB: Using this method, bulk invoicing for a Brokerage Invoice will not be available. You will need to use Method 1 (as above).
• Input all the remaining and relevant details.
• Once done, click on 'CONTINUE AND REVIEW' at the bottom of the form and review the invoice.
• Once satisfied, click on 'SUBMIT'.
• 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.
• Tick the relevant counterparties you wish to send the invoice to as an email, and input any other additional emails.
• Once done, click on 'SEND NOW'.
• If you do NOT wish to send the invoice as an email, click on 'I'LL DO IT LATER'
• Your brokerage invoice will be generated accordingly.