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Create direct billing invoice/invoice without shipment.

In the web-based forwarding software Logistiqo you can create invoices without a shipment, e.g. for a truck sale or similar. In Logistiqo, such an invoice is called direct billing invoice.

  1. Go to “Accountancy>Debtors>Invoice registry” in the menu.
  2. In the dropdown in the toolbar select the “Direct Billing” table. At the bottom the table with defined direct billing items is displayed.
  3. Select an item in the table.
  4. To create a new invoice, click on “New” in the toolbar.
    1. Note: If you do not want to create a new invoice, but only want to add the items to an existing and opened invoice, click “Add” in the table instead of “New”.
  5. Complete the following fields: Customer (required field); Shipment (if reference to a shipment, otherwise leave blank); Name; Description; Date (or service date, mandatory field); Amount (mandatory field).
  6. If you want to add more positions, click on the plus “+” sign.
  7. Click “Next” to confirm the entries. The invoice has now been created.
  8. Click on “Save” to save the invoice and to assign an invoice number.

Assign an already created direct billing invoice to a shipment afterwards:

  1. Go to “Accountancy>Debtors>Invoice registry” in the menu.
  2. Select the invoice (direct billing invoice) you want to assign to a shipment.
  3. In the invoice click on the arrow in the first column in the line of the desired direct billing item.
  4. An entry option for the shipment assignment opens under the line of the direct billing item.
  5. Enter a shipment number in the “Shipment” field and select the correct shipment from the suggestions in the drop-down.
  6. Save the invoice to complete the process.

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