Raising a local invoice

A local invoice bills your own customer in your own market. There is one screen per lane — Local Invoices Entry and Printing (Air-Export), (Sea-Export), (Air-Import) and (Sea-Import) — and they are the same form differing only in what the lane needs.

The header

1. Open the screen for your lane and press add.
2. Pick the Job the invoice is raised against, and the party being billed.
3. Set the document number and date, and the branch.
4. Set Currency and Ex. Rate. Container-rate invoices carry Currency 2 / Ex. Rate 2 and Currency 3 / Ex. Rate 3 as well, for a document struck in more than one currency.

The charge grid

Press + Add Line for each billable charge. A local invoice line carries Charge Code, Description, Pcs, Gross Wt, Ch. Wt, Cl, Comdty, Qty, UOM, Rate, Currency and Ex. Rate. Rate × Qty in the line currency, converted at the line rate, is what reaches the totals.

Container rates

The four lane-bound local invoices carry a container grid for per-container freight. Press + Add Container and fill in No. of Containers, Container Size, TEU and Container Rate; the sea-import screen additionally carries a per-row Currency.

For LCL, price through the header instead: CBM × CBM Rate, in the document currency. The FRC Freight and PKR Freight boxes hold the split that prints on the document.

The two charge grids

Below the invoice lines sit two further grids, both of the same shape — Charge Code, Description, Qty, Rate, Currency, Ex. Rate.

Each grid totals itself, and its total appears in the totals block on the right beside Service Charges and the document total.

Save and print

1. Press Save Document.
2. Use 🖨 Print on the list to render the invoice as a PDF.