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.
- Go to “Accountancy>Debtors>Invoice registry” in the menu.
- In the dropdown in the toolbar select the “Direct Billing” table. At the bottom the table with defined direct billing items is displayed.
- Select an item in the table.
- To create a new invoice, click on “New” in the toolbar.
- 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”.
- 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).
- If you want to add more positions, click on the plus “+” sign.
- Click “Next” to confirm the entries. The invoice has now been created.
- Click on “Save” to save the invoice and to assign an invoice number.
Assign an already created direct billing invoice to a shipment afterwards:
- Go to “Accountancy>Debtors>Invoice registry” in the menu.
- Select the invoice (direct billing invoice) you want to assign to a shipment.
- In the invoice click on the arrow in the first column in the line of the desired direct billing item.
- An entry option for the shipment assignment opens under the line of the direct billing item.
- Enter a shipment number in the “Shipment” field and select the correct shipment from the suggestions in the drop-down.
- Save the invoice to complete the process.