In the V2 dashboard, click on Hub Operations → Invoices
In the dashboard :
Click on the Hamburger Menu (
) → Setup → Rate Masters () → InvoicesOr click on the Hamburger Menu (
) → Hub Operations → Invoices
...
Select the
Customer Name(1)and click on Download Log to download the customer’s logs.Select the
Customer Name(1),Date Filter/Range(2),Service Type(3), and theStatus of Consignment(4)for which the Invoice is to be generated.
...
Click on the
Download Icon(5)to create an invoice generation request.
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A new row with the invoice details comes on the dashboard.
Click on the kebab menu under the
ActionsColumn after theStatuschanges from Pending → Completed, and select from the followingoptions:Download Excel - To download the invoice in form of an Excel sheet with details of all consignments.
Download PDF - To download the invoice in form of a PDF with an overall detail of billing.
Send Invoice - To send the invoice it to the customer.
Upon clicking the above options, the file is downloaded, and you have your invoice ready.