• Log on to Shipmnts Operations Module and select the job for which you want to create a reimbursement invoice.

•  Click “Estimates tab” of the concerned job (as shown in figure)

Verify your data and click on “Create Sales Invoice”  to create sales invoice directly from the job.

If you have made an error in your job or wish to enter more charges, you can click on the toggle button “Edit” and add more charges.

 You can add charges manually by clicking on “Add Charge” as well as import it from “Sales Quotation” or “AWB” by Clicking on “Get Items from”

Refer article "How to Get items from MAWB (For Invoicing)" and "How to get items from Sales Quotation (For invoicing)" to know the process in detail

• Once you click on "Create Sales Invoice" following pop-up would be shown

You can select the branch and charges for which you want to create an invoice and click on " Create Sales Invoice" (as shown in figure)

You will now be redirected to the “Finance” module of Shipmnts.
Log in with your respective ID and password.

Following page will open with data already auto-filled from the concerned Job/Shipment

• Select “Reimbursement” from the invoice type (as shown in figure)

• Customer: Enter the customer name for whom you want to raise the invoiceIf the customer does not exist, click on "Create New Customer" to create a new customer (as shown in figure)

Note: For further steps you can refer the article "How to create a new customer"

• Company: Your company name would be auto-filled by defaultIf you have multiple companies registered with us in the same module, you need to select the company for which invoice is raised
• Invoice Date: Would be by default as current date.
  If you want to change your Invoice date and posting date, tick the check-box as shown in the figure and you can edit it as per your business needs.

• Payment Due Date: Would be auto filled based on the customer template set
• Address and contact details will be auto-filled by the Customer name

If a customer has multiple addresses, you can select the required address for which invoice is raised from the drop-down (as shown in figure)

Note:If the Address does not exist click on "Create New Address"

Refer "How to Add Customer Address during sales invoice creation" to know the process

You need to select the currency in which you want to create the invoice from the Currency section (as shown in figure)
By default it would be the currency set as per your company

• In the next section you will see all items/charges from job has been auto added to the invoiceYou can add more charges or items here if you want to by clicking on "ADD ROW" (as shown in figure)

Note:If you add more charges here in the invoice, they would automatically be added in the "Job/Shipment" and can be seen under "Estimates" tab

Note: Remember to add only Non-taxable charges in " Reimbursement Invoice"
If you add a taxable charge, it would shown an error while saving the invoice

Only non-taxable item is allowed here as “Bill of Supply” contains items on which tax is not levied

• "Remarks" would be fetched from job.
  You can change/edit remarks if you want to in the "Remarks" section (as shown in the figure)

Your sales person is auto-filled by the customer master data.You can also enter/edit the sales person related only to this transaction and mark his contribution

Refer article: How to change sales person for particular sales invoice only?

• Save and submit the invoice to hit the books of accounts.

How to print Reimbursement Invoice

• Once you have made the reimbursement invoice, you can print the invoice by clicking the print icon (as shown in figure)
  On clicking the icon, you will be able to see the preview of your invoice before printing

• Select the format in which you want to print your invoice and then click on "Print"(as shown in figure)