Create Invoice

Sections

Related Tutorials

  • Invoices
  • Billing

Overview

Invoices can be created from Billing Records existing in your system after setting up a Contract. Billing Records can only be assigned to one Invoice, and they will then no longer be available. Once created, your Invoice can be Exported to your own accounting software. Contact Datex Corporation for more information about setting up your Billing system.

The Create Invoice section is where you actually create the Invoice, adding Invoice Lines and then Exporting it to your accounting software, if available.

Billing Codes and Contracts must be in place before you are able to create Invoices.

Note

Invoice Lines are rounded according to the long-used standard for financial applications, commonly referred to as "bankers' rounding". See the 3PL Rounding Concept page for more information on how this works.

From here you can...

Main Screen Layout

The Create Invoice section is divided into two parts: the Basic Information Editor, and the Invoice Details Editor.

1. Basic Information Editor

Here you enter basic information about the Owner getting the Invoice, dates, and terms.

2. Invoice Details Editor

This is where you enter specific information about the recipient, add Invoice Lines, and enter payment information.

Basic Information Editor

Across the top of the screen you will find the standard buttons: Edit to perform an edit to the open Invoice, Save to save the work done to the Invoice, New to create a new Invoice, Cancel to cancel the Invoice, and Print to Print the Invoice or the Warehouse Receipt Invoice. There is also an Export button, that, if configured, will export the Invoice information to your accounting software. Contact Datex Corporation for more information about setting up your Billing system in this way.

Invoice Details Editor

The Invoice must be saved before Invoice Lines can be added.

Last Updated:
06/06/2025