An invoice is generated from a Delivery Note and includes all products with corresponding units and values.
If you have not yet created a Delivery Note, read how to Add Delivery Note
Find the Sales Order and click the button [OT] to access Order Tracker
The Order Tracker is where you see all the documents related to a specific Sales Order.
Click the action button next to the DN number and click [Add Invoice]
The screen will populate with details from the Delivery Note
Complete any missing information if you need it on the Invoice.
The Products tab lists Products and quantities from the Delivery Note
The quantities and prices are now independent. A change made in the invoice will NOT automatically update the Delivery Note and vice versa.
A warning icon will display if there are products with a quantity (Qty) greater than '0' with a unit price set at '0.00'. The message Product with '0' Value' will appear when hovering over the yellow triangle.
Go to the 'Totals' tab to enter any transport charges
Discount comes from the Sales Order or Customer Entry or it can be added/amended, the Unit Price pulls from the Sales Order
Enter any transport charges
Gross weight, number of cartons and dimensions come from the Delivery Note or they can be added
[Save] and [OT] or [Close] to go back to the Order Tracker
The Invoice now shows in the Order Tracker
Click [Actions] and [Print] to export the document to PDF
Click [Envelope Icon] to email the document directly from Zedonk
There are multiple Invoice PDF download options
EXPORT includes information for customs.
DUTY can follow a separate price list (i.e. You sell to your customer at LANDED prices but need the paperwork for custom to show EX prices)
DOMESTIC includes basic info and quantities by size.
Via the checkboxes, you can choose what information to include on each invoice type.
You can also select between the CLASSIC style PDFs or the new Portrait/Landscape PDFs depending on the availability per type.
Example of EXPORT Invoice - Classic
Example of EXPORT Invoice - Portrait
Example of EXPORT Invoice - Landscape
Export Invoice - Landscape PDF includes the product 'Unit Weight' and 'Line Weight' values.
Example of CLASSIC DUTY invoice
Example of DUTY invoice - Portrait
Example of DOMESTIC Invoice - Classic
Example of DOMESTIC Invoice - Landscape
