TABLE OF CONTENTS

1. Invoice/Cost

In this section, we’ll guide you how to manage your invoices and introduce the function under the “Invoice/Cost List” section. 


1.1 Invoice/Cost List

Go to Navigator, Accounting ⇒ Invoice/Cost ⇒ Invoice/Cost List. 
    


All AR/AP/DC on the shipment will be shown on this page.


a.How to search for an invoice

  1. Click “Filter” and you can search the invoices you’re looking for by entering the following in the “Keyword”: invoices number,Agent/Customer reference and PO#.

  2. Click "Apply Filter" to get the invoice.

  1. You could see Total Invoice Amount, Paid Amount and Balance on the top of the page.


1.1.2)Config

    a.How to rearrange the table column configuration?

  1. Click “Config”


  1. Select the items you want to see and uncheck the items you don’t. If you drag it above the “Freeze Column Divider”, the column of this item will be fixed on the Invoice/Cost List.

1.1.3)Output Excel

    a.How to output “Excel”

  1. Click “Excel” at the upper right corner, then “Download”.

  1. You can also decide the Excel Configuration.

1.1.4)Block/Unblock

    a.How to block/unblock an invoice

  1. Tick the invoice in the lock icon row.

  1. Click OK at the pop-up notice to proceed.

  1. The invoice is blocked. If you would like to unblock it, just uncheck the box of the invoice.

*Note: To avoid other users revising the invoices, only Accounting Manager and General Manager can block/unblock invoices as default.


        1.1.5)Create Payment

    a.How to create a new payment on Invoice/Cost List

  1. Check the invoice(s) and click the “Green +” to add a new payment. Then it will lead you to a new page to receive/make the payment. Please choose the same party’s invoices.

Regarding payment process, please refer to Accounting Manual  2.Payment.