Create an invoice

Invoices & Storage shows what’s outstanding, what’s overdue and the storage still building up.

#Issue an invoice

1. Choose New invoice and choose the client.
2. Tick the containers to bill storage for. Yardpro only bills days that haven’t been billed.
3. Choose + Handling to add CFS handling and documentation. A laden box needs this before it can leave.
4. Under Loose cargo not billed yet, choose + Charge on any cargo to bill. Add anything else under Other charges.
5. Check the Subtotal, VAT 16% and Total KES.
6. Choose Issue invoice.

The due date comes from the client’s payment terms. Open an invoice and choose Print for the tax invoice.

#Bill from the storage list

The Storage not yet billed tab lists every box with storage building up. Choose Bill now to start an invoice for that box.

#Fix a mistake

An issued invoice is never edited. Instead:

1. Reverse any payments on it. See Record and reverse payments.
2. Open it, choose Void this invoice… and give a reason.
3. Issue a new one.

A voided invoice keeps its number, and its storage can be billed again.

Note: Invoice status comes from the money: Unpaid, Partial, Paid, Overdue or Void.