Agent Invoice
Complete guide for creating and managing Payment Invoices on behalf of suppliers or under your organization's name
Create Agent Invoice
Issue Various Types of Invoices
Agent Invoice supports two types: invoices issued on behalf of suppliers and invoices issued under your organization's name. You can efficiently manage them by linking to export orders (PI) or create from scratch.
Supplier Issued
Select this when creating an invoice issued under the supplier's name. The supplier's information will be displayed in the document header.
Self Issued
Select this when creating an invoice under your organization's name (e.g., commission invoice). Your organization's information will be displayed in the document header.
Before You Start
Required Data Verification
Before creating an invoice, verify that the following data is registered in the system. Using pre-registered data speeds up document creation and ensures data consistency.
Company Selection
Only companies pre-registered in Data Management > Company Information can be selected.
Bank Account Verification
Verify that bank accounts are registered in Basic Data > Accounting Information.
Currency Selection
Only currencies pre-registered in Basic Data > Currency Information can be selected.
Export Order (PI) Connection
Choose Invoice Creation Method
You can connect to an existing export order or create a new invoice from scratch.
Easily create an invoice by referencing export orders with 'Issue' status. Buyer, product, and amount information are automatically synced.
Create an invoice from scratch without linking to an export order. All information must be entered manually.
Document Information
Invoice Basic Information
The header section includes invoice type, export order connection options, document identification information, and payment-related details.
Supplier Issued
Select this when creating an invoice issued under the supplier's name.
General (Self Issued)
Select this when creating an invoice under your organization's name.
Document Number
System automatically generates a document number. Users can modify if needed.
Document Date
Select the date when the document is issued.
Reference Number
Enter the reference document number if applicable.
Issuer
Select the company issuing the invoice.
Payer
Select the company to request payment from.
Currency
Select the currency used for the invoice.
Account Name
Select the bank account to receive payment.
Invoice Item Input
Billing Items and Amount Information
Enter the items and amounts to be included in the invoice. You can add multiple items to create detailed billing records.
Item Name
Enter the name of the item to be invoiced.
Unit
Enter the unit of the item. (e.g., EA, SET, BOX, etc.)
Quantity
Enter the quantity of the item to be invoiced.
Unit Price
Enter the unit price of the item.
Add New Item
Add additional items to the invoice.
Notes
Additional Document Information
Enter additional notes, payment instructions, or special remarks to display on the invoice document.
Notes
Enter any additional notes, terms, or conditions that should appear on the document.
File Attachment
Upload Related Documents
Upload files related to the invoice. You can attach various file formats including contracts and supporting documents.
Invoice Page
Manage Created Invoice
After creating an invoice, you'll be directed to a page where you can view details, manage document status, and perform various actions. The account page consists of the document header and detailed information.
Status Options
Payment Status
A switch to set the payment receipt status of the issued invoice.
Generate a PDF document for printing or email attachment.
Send File
Send the PDF document via email.
Update
Edit and save changes to the document.
Record Income
Create an income transaction entry when payment for this invoice is received.
Add Receipt
Generate a receipt for the requested invoice.
Delete
Permanently delete this document from the system.