Introduction

Users on the AgriChain platform face challenges in managing freight invoicing tasks effectively. They find it difficult to identify pending freight invoices and encounter limitations in performing bulk invoicing. To address these issues, AgriChain has introduced the Freight Invoice Payables and Receivables feature. This aims to provide users with a centralised interface for tracking pending invoices, generating invoices in bulk, and managing invoicing tasks seamlessly.

Managing freight invoicing tasks efficiently is crucial for users on the AgriChain platform. However, navigating through pending freight invoices and performing bulk invoicing can be challenging. To address this, AgriChain introduces the Freight Invoice Payables and Receivables feature. This tool provides users with a centralized interface for tracking pending invoices, generating invoices in bulk, and managing invoicing tasks seamlessly. This comprehensive guide aims to familiarize users with the functionalities and benefits of this new feature.

Accessing Freight Invoice Payables and Receivables

• To access the Freight Invoice Payables and Receivables feature, navigate to the "Invoices" section on the AgriChain platform.
• Look for the newly added tab labeled "Freight Receivables" and select it to access the interface.

Listing Overview

• The interface displays all delivered freight movements linked to freight orders pending invoicing, where your company serves as the designated freight provider.
• Movements are grouped by the customer company associated with the respective freight orders.
• Relevant details such as Ref, Freight Order, Invoice, Order Invoicing, Description, Pickup Site, Delivery Site, Payment Due, Tonnage, Freight Rate, Overs Rate, Price (Ex GST), GST, and Total (Inc GST) are provided for each movement.

Action Buttons

• Use the "Action Selected" button to perform various actions on selected movements, such as Create, Create & Send, and Update Payment Due Date.

Email Contacts Update

• Easily update email contacts for customers directly from the interface, ensuring efficient communication.

Invoice Generation

• Create invoices without sending emails using the "Create" option.
• Generate invoices and send emails to customers with the "Create & Send" option.

Update Payment Due Date

• Modify payment due dates as needed to accommodate changes or adjustments.

Filters

• Apply filters based on payer, commodity, order invoice type, and payment due date to customize views and streamline navigation.

Export Functionality

• Export data with customizable column options, facilitating comprehensive reporting and analysis.

Invoice Generation Logic

• One invoice is generated per freight order, with movements grouped accordingly for clarity and organization.

Voided freight invoices

• View voided freight invoices and associated movements for comprehensive tracking and auditing purposes.

Draft Recreations

• Automatic recreation of drafts upon relevant updates ensures data accuracy and consistency.

Bulk Invoice Creation

• Streamline the invoicing process by generating invoices in bulk for selected movements, saving time and effort.

Note: To ensure that a freight order can be invoiced, make sure the Freight Contract details are filled in during the creation of the freight order. Missing contract details will prevent the order from being processed for invoicing.

FAQs

Can I generate invoices for multiple movements simultaneously?

Yes, users can select multiple movements and initiate bulk invoice generation using the "Create" or "Create & Send" options.

How do I update email contacts for customers?

Simply click on the pencil icon next to the customer name to update email contacts directly from the interface.

What happens if a freight invoice is marked as void?

Voided freight invoices will be displayed, and associated movements will be reinstated in the listing for visibility and tracking purposes.

Can I customise the columns in the exported data?

Yes, users have the flexibility to choose specific columns for export based on their reporting requirements.