Assembling Invoices
Edit and assemble invoice lines into an invoice
Editing invoice lines
By clicking on a line item a small modal will be brought up, allowing you to edit the Document Line Text, Currency, VAT Rate and Invoice Party. Changing the currency will automatically fetch the latest exchange rate, and set it for the document line.
Clicking the Refresh-button on a Voyage or Vessel will first delete all existing Document Lines, then re-generate new lines with updated values. Any changes made using the Edit Document Line modal will thus be lost!
![](https://docs.dataloy.com/~gitbook/image?url=https%3A%2F%2F3049639763-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FZAjnrhWmfr2KAV3ptnhz%252Fuploads%252FucfzXX92jHCEJRXn0gGx%252FSkjermbilde%25202023-11-17%2520kl.%252009.19.22.png%3Falt%3Dmedia%26token%3D68d49be2-e048-4095-a995-106e2575e0f9&width=768&dpr=4&quality=100&sign=8330f14&sv=1)
Assembling the invoice
Select the document lines you want and click the Assemble-button.
Document Assemble permission is needed to have this option available!
It is not possible to assemble invoices for Voyages with status Closed.
![](https://docs.dataloy.com/~gitbook/image?url=https%3A%2F%2F3049639763-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FZAjnrhWmfr2KAV3ptnhz%252Fuploads%252Fimu6hhdJamDxJesckjyR%252FSkjermbilde%25202023-11-17%2520kl.%252009.27.13.png%3Falt%3Dmedia%26token%3Df0537291-0f17-45b0-817c-53cbb46ebd45&width=768&dpr=4&quality=100&sign=94138fe6&sv=1)
An assemble modal will open and some of the fields will be pre-filled. Make sure all mandatory fields (marked with *) are entered and click Confirm. The assembled invoice will open in a drawer.
![](https://docs.dataloy.com/~gitbook/image?url=https%3A%2F%2F3049639763-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FZAjnrhWmfr2KAV3ptnhz%252Fuploads%252FCUBWIZS3ZiHGQ1DJ8FtZ%252FSkjermbilde%25202023-11-17%2520kl.%252009.29.00.png%3Falt%3Dmedia%26token%3D8436a4ab-5c49-43dc-bd57-7617cad782f2&width=768&dpr=4&quality=100&sign=b4d964a&sv=1)
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