Issuing a sales invoice

Once the order is marked as completed, the system will automatically generate a draft invoice based on the data from the load (amounts from the customer, routes, etc.). Automatically generated invoice drafts can be found under Accounting >> Sales >> Draft invoices. 

Note! If an invoice draft is accidentally removed from the list of invoices in preparation, it can be restored via Accounting >> Sales >> New invoice >> Invoice for a load. 

Before issuing the invoice, you can preview its print version. To do this, navigate to the selected entry in the list of invoices in preparation and choose the Edit option. 

Then select Print >> Invoice print preview.

You can also edit selected information before issuing the invoice, such as:

• Issue date – when issuing the invoice, the system will automatically suggest the current date.

Note! The system ensures that the invoice issue date and numbering are chronological (e.g., when using monthly automatic invoice numbering). If an invoice with the number 10/12/2023 is issued with the issue date 05.12.2023, the system will not allow issuing another invoice with the number 11/12/2023 with an issue date earlier than 05.12.2023.

• Payment method and due date – here you can select the payment method (Bank transfer, Cash, Direct Payment, Standing Order, Other) and the reference point for the due date (Document Issue, Document Receipt, Document Creation).

• Invoice currency – this option allows you to change the invoice currency to another one.

Note! In fireTMS, it is possible to issue a dual-currency invoice. More information on this topic can be found in a separate entry.

Additionally, you can add individual remarks that will be visible on the invoice printout. To do this, go to the Additional data section and the Invoice remarks (on printout) tab.

Note! After adding individual remarks, they will be displayed additionally – they will not replace the global invoice remarks (if such are defined).

The invoice can be issued using the Issue option. At this point, the invoice will be assigned a number and moved to the list of all issued invoices under Accounting >> Sales >> Issued invoices.