Invoice Details¶

Show rendered invoice based on choice¶

SSR Template is visible based on User choice like Commercial Invoice, Commercial Packing list, Customs Invoice & Customs packing list.

Link Shipment¶

Opens a Modal where list of Export shipment already linked to Invoice is visible & Search box to select the export shipment to be linked to current invoice. If invoice is already linked to another export shipment user is prompted for confirmation.

Status History & comments¶

List of Invoice status history is shown in the dialogue format. Also User can add new comments to the status history table.

Download Invoice¶

Downloads the invoice in the PDF format.

Print Invoice¶

Prints the selected invoice.

Send Invoice to external user¶

Send the invoice to external user in the PDF format.

Linked License¶

All the linked license to invoice is visible here.

Record Payment¶

Once Invoice is finalized user can start recording payment & also schedule payment dates.

Payment Schedule¶

User can schedule n number of payments for invoice.

Payment Realisation¶

Once user receives payment from client, they can capture payment.
Advanced payment for invoice is automatically captured by system if mentioned in invoice.
Payment is marked as late if payment Realization date is more then scheduled date or received payment is less then scheduled payment.

Update Invoice Status¶

Status	Description
`Mark As Final`	Once user marks invoice as final, invoice items table is locked. If Invoice is linked to any orders Recon action is performed on Order items. If Invoice is linked to any licenses, License Items calculation action is performed on Invoice items.
`Partially Paid`	Invoice is marked as Partially paid if user records first payment. If user manually overrides the invoice status to Partially paid.
`OverDue`	Invoice is marked as Overdue if invoice due date is passed and total amount is not received by organization. If user manually overrides the invoice status to overdue.
`Fully Paid`	Invoice is marked as Fully paid if user records last payment & balance amount becomes 0. If user manually overrides the invoice status to Partially paid.
`Disputed`	If user manually overrides the invoice status to disputed.
`Archived`	If user manually overrides the invoice status to Archived.

Mark as final Invoice actions

Once user accpets invoice following things happen in background

Invoice status changes from DRAFT to ACCEPTED
If invoice is linked to any shipment invoice amount & currency stored in the shipment.
If invoice contains any advanced amount

i. Invoice status changes from ACCEPTED to FULLY_PAID/PARTIALLY_PAID.

ii. Advance amount is recorded in Payment realization.

iii. Advance amount & status is captured in history table.
If Export/Sales order items is linked sales order item's remaining quantity is updated.
If the linked Export/Sales order items remaining quantity becomes 0 mark Order as COMPLETED.
If invoice items linked to any license

i. Create entry in license export item table.

ii. Create entry in license export raw item table.

iii. Update the remaining quantity in license Item table along with quantity & price utilization.
Maintain history of all actions.