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Invoicing workflow

This user guide covers how to move a consignment from a booked state to an invoiced state.

Maria Ilina avatar
Written by Maria Ilina
Updated over a year ago


Invoicing Jobs or Consignments

Accepted consignments can be invoiced from the Status screen under the Accounts tab in the menu

Select the date range and click on the ‘accepted’ swimlane to choose consignments for invoicing

Consignments can be invoiced by:

  • individual consignment group (this will be a single consignment if no others are in the group)

  • individual customer

  • all customers

  • selection of consignment groups/customers

A summary of what is being invoiced will be presented before proceeding

Invoiced consignments will move to the ‘invoiced’ swimlane once processed and will be available in the FMS.

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