Create an Advance Payment Invoice Format for Shipping Easily

Advance payment invoice format for Shipping

Invoice is a tool containing delivered goods list.. accompanied by information of name and quantity, and price to be paid. In addition to as a tool containing any detailed purchase, invoice can be used as billing tool by seller to buyer. So, invoice is necessary. Invoice can be created by front office finance e-form. Through invoice submission menu. To apply an invoice, of course, we should have an active account beforehand. To view invoice submission page, we should, first login by using an email and password as well. We enter an email. Then, we enter a password. And click login. When you can login to front office page, system will display this page. To create an invoice, we should enter a menu invoice submission. Click Invoice Submission menu. Then, create new. System will show this page. On this page, we are able to complete products available, bill to be paid, term of payment and the payment method as well. So, this time we will demonstrate how to to create an invoice using partial payment, advance credit, the first invoice will use advance payment and second invoice or repayment uses installment credit payment. We should first complete payment request data. We can see that there are some fields namely payment request number, which will be generated automatically by system. Then, there is invoice date, which is an invoice creation date. It also has vendor invoice number, po type, payment type, tax type and company code. In vendor invoice number field, I will enter 111224. For po type field, I will choose trade. For payment type, I am going to select advanced payment. And tax type, I choose taxable. While for company code, I choose IPW for PT Intraco Penta Wahana. Upon filling in payment request, scroll down so as to complete further information. On this page, list purchase order menu will be displayed, where we should select po or purchase order. I will choose 1 po by no. 6500052067 Upon choosing a po, scroll down to complete the following information. On this page, item list menu is not available. For advanced payment type, total amount is obtained pro rate. In the menu of term of payment, we can choose down payment, COD or CBD. I am going to choose cod type. I choose percentage of 50%. And total amount will automatically be recorded by system. Then, scroll down. On this page, system has displayed item type menu. In this page, system has displayed item type menu. We should complete item type with total amount of material and services equal to total amount in term of payment. After filling in item type, scroll down to complete the following information. System will show Bank Account Information menu. This is generated from vendor's profile. If Bank Account Information in vendor's profile is incomplete, invoice cannot be applied. Upon completing Bank Account Information, scroll down to complete supporting document menu. When there is an asterisk symbol in supporting document, this file is mandatory to be uploaded. So this time, I am going to upload a mandatory file. After all data is complete, we can click submit or click save if we want to save it as a draft. I am going to click submit. Then, system will automatically display the this page. We can see that invoice submission status becomes submitted. After it was successfully submitted by vendor, then verifier team will receive a notification, so as to immediately verify and approve the payment request. So this time, I am going to demonstrate how to create invoice using partial type, after it is submitted, I will create a new one for the same po. So, I will click create new button again. System will display this page again. I am going to complete payment request. I will fill in vendor invoice number field by 111225. In po type field, I am going to select trade. For payment type, I select credit payment. For tax type, I am going to select Taxable. While for company code, it is IPW. After payment request data is complete, and I am going to select.. the same po in the menu list purchase order. I select po.. with no. 6500052067. Then, scroll down to fill in item list information. Since this is a settlement invoice, I am going to tick the checkbox for all item list. Then, scroll down to fill in the following information. In this page, system displayed Item Type menu. We should fill in item type.. where total amount materials and services equal to.. total amount before tax already available in the system. After Item Type is complete, scroll down to complete the following information. System will display Bank Account Information menu. This is available from vendor's profile. If Bank Account Information in profile vendor is incomplete, invoice cannot be applied. Upon completing Bank Account Information, scroll down to fill in term of payment information In term of payment menu, we can select either installment or credit type. For credit type, the due date will be adjusted to the term of payment in the profile. I am going to select installment type with payment twice. For installment type, payment due date can be adjusted by yourself. Then, scroll down to upload supporting document. If there is an asterisk symbol in supporting document, such file is mandatory to be uploaded. I am going to upload mandatory file only. When all data is complete, we can directly click submit or save if you want it to be saved as a draft. Now, I am going to click submit. Then, system will automatically display this page. We can see that the status of invoice submission becomes submitted. After it was successfully submitted by vendor, then verifier team will receive a notification, so as to immediately verify and approve the payment request.