How to create an invoice?

• In the V2 dashboard, click on Hub Operations → Invoices

In the dashboard :

• Click on the Hamburger Menu () → Setup → Rate Masters () → Invoices

• Or 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 the Status of Consignment(4) for which the Invoice is to be generated.

• Click on the Download Icon(5)to create an invoice generation request.

• A new row with the invoice details comes on the dashboard.

• Click on the kebab menu under the Actions Column after the Status changes from Pending → Completed, and select from the following options:

  • 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.

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