Export Invoice
Complete guide to creating and managing Payment Invoices linked to Export Orders
Overview
Understanding Export Invoices
Export Invoice is a formal document requesting payment from buyers. You can create various types of Payment Invoices including advance payments, progress payments, and final payments. By linking with Export Orders (PI), you can manage them efficiently. Issued invoices are used for tracking payment receipts and receivables management.
Before You Begin
Required Data Verification
Before creating an invoice, verify that the following data is registered in your system. Using pre-registered data speeds up document creation and ensures data consistency.
Company Selection
Only companies pre-registered in Data Management > Entity can be selected.
Bank Account Verification
Verify that bank accounts are registered in Basic Data > Accounting.
Currency Selection
Only currencies pre-registered in Basic Data > Currency can be selected.
Export Order (PI) Connection
Select Invoice Creation Method
You can link 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 will be automatically synced.
Create an invoice from scratch without linking to an export order. All information must be entered manually.
Document Information Input
Invoice Basic Information
The header section contains invoice creation method, document identification information, and payment-related details.
Document Number
Document number is automatically generated by the system. Users can modify it if needed.
Document Date
Select and enter the date when the document is issued.
Reference Number
Enter the reference document number if applicable.
Payer
Select the company to request payment from.
Currency
Select the currency to be used in the invoice.
Account Name
Select the bank account to receive payment.
Invoice Item Input
Billing Items and Amount Information
Enter items and amount information to be included in the invoice. You can add multiple items to create detailed billing statements.
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 be displayed 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 document types such as contracts and supporting documents.
Invoice Page
Manage Your Created Invoice
After creating an invoice, you'll be directed to the page where you can view details, manage document status, and perform various actions.
Status Options
Payment Receipt Status
A switch to set the payment receipt status of the issued invoice.
Generate a PDF document. Can be used for printing or email attachment.
Send File
Send the PDF document via email.
Update
Modify and save the document contents.
Record Income
Create an income transaction voucher when payment for this invoice has been received.
Add Receipt
Generate a receipt for the requested invoice.
Delete
Permanently remove this document from the system.