Invoice Drawer

The Document drawer for assembled, posted or ready for posting drawers invoices.

Invoice drawer for an assembled document

Statuses

The label chip next to the Document ID is showing the current status of the invoice:

• If the status is 'Assembled', you can change the status to back to 'Pending' (dissolve the invoice), 'Ready for Posting' or 'Posted'

• If the status is 'Ready for Posting' or 'Posted' you can not change the status

• If the status is set to 'Pending' the invoice will be dissolved, and the corresponding document lines can be found in the corresponding Pending list

Disabled Statuses

• You cannot change status of invoices for voyages of status Closed

KPI

The KPI tiles have calculated fields for Amount, Paid Amount, Open Amount and Aging.

Main Details

Other useful fields are added on the main details section for you to be able to view or edit them:

Fields	Description
Business Partner	BU viewer permission, non-editable
Vessel	Vessel viewer permission, non-editable
Document Text	Editable when assembled invoice
Document Date	Always non-editable
Created Date	Always non-editable
Issuing Office	Always non-editable
Issuing Company	Always non-editable
Account No.	Always non-editable
External Document No	Always editable
Invoice Text	Editable when assembled invoice

Line Item

If you click on a Document Line, you will see more information for the specific document line:

Document Line modal

Overview of the fields:

Fields	Description
Vessel	Always non-editable
Voyage (Reference No)	Always non-editable
Port	Always non-editable
Terminal	Always non-editable
Booking No	Always non-editable
Account	Always non-editable
Document Line Text	Editable when assembled invoice
Quantity	Always non-editable
Unit Price	Always non-editable
Amount	Always non-editable
Currency	Always non-editable
Exchange Rate	Always non-editable
Exchange Rate Date	Always non-editable
VAT Code	Always non-editable
VAT Rate	Always non-editable
Company Currency Amount	Always non-editable
Voyage Currency Amount	Always non-editable
Source Currency Amount	Always non-editable

Record a Payment

Using the Record Payment action in the more options menu , you can manually record payments towards an invoice.

You can record either a partial amount or the full amount of the invoice.

Disabled:

• You cannot Record a Payment if the invoice is not of status type:

  • Ready for posting

  • Posted

• You cannot Record a Payment if the invoice is not of document type:

  • Credit In

  • Credit Out

  • Invoice In

  • Invoice Out