When a shipment/job is made and the invoicing team wants to raise a sales invoice for the shipper, they can do so by following the given procedure:

• Select the job for which you want to create an invoice, and  go to "ESTIMATES" tab (as shown in figure)

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

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

Refer the  Article:”How to get items from AWB ” and “How to get items from Sales Quotation ” to understand more in detail 

 Once you click on “Create Sales Invoice” following pop-up would appear

• Select the branch for which you want to raise the invoice and items which have to be included in the respective invoice

• Click on “Create Sales Invoice” (as shown in figure)

You will now be redirected to the “Finance” module of Shipmnts.

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

Following details would be touched upon:

• Sales Invoice type:You can choose the invoice type from here (Tax Invoice, Bill of Supply,Reimbursement Invoice)
  By default, it would be "Tax invoice"
• Customer: Enter the customer name for whom you want to raise the invoice
  If 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 default
  If 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. 
• 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 invoice
  You 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

You will now see all taxes and charges are auto calculated based on Customer's Address"
Here Total charges is autofilled on saving of  invoice

• "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” it in the end

How to print a sales invoice

• Once you have made the sales 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)