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Fetch Invoice

Owned by Sonam Negi
Oct 02, 2024
4 min read

 

Overview

Once customers have generated the draft invoices, they can view them in the fetch invoice page. Customers can also view the finalized invoices which are already paid. Below are the key details on the fetch invoice service:

  • User is allowed to fetch draft or final invoice from this service. Invoices can be fetched based on Invoice type -Draft /Final, Creation date, Category - Import or export. 

  • User is allowed to select multiple draft Invoice for payment and upon clicking proceed, user will be redirected to Draft Invoice Summary & Payment.

  • User is allowed to download the draft and final invoices from this service. For final invoices user will be allowed to download receipt as well.

 

Steps

  1. Go to Container Clearance > Fetch Invoices, below page appears.

    Fetch Invoice Step 1.png

  2. Once the user provides Type of Service and Category, the system allows the user to fetch the draft/final invoices as depicted in the image below.

    Fetch Invoice Step 2A.png

  3. Once the user clicks the PROCEED button, the system navigated the user to the Draft Invoice Summary screen.

Select the Draft Invoice and click PROCEED.

 

Fetch Invoice Step 3.1.png

 

The Draft Invoice Summary screen.

 

Fetch Invoice Step 3.2.png

 

  1. To view final invoice, click the drop-down icon of the Type of Invoice field and select Final Invoice.

    Final Invoive Step 1.png

  2. Enter the values in the mandatory fields and click on the search Search Icon.png icon.

    Final Invoive Step 2.png

     

  3. The list of final invoices along with their corresponding status are displayed on the screen as depicted in the image below.

    Final Invoive Step 3.png

  4. To download invoice, click on the three dots and select DOWNLOAD INVOICE.

    Final Invoive Step 4.png

  5. An invoice is downloaded in your system.

    Final Invoive Step 5.png

  6. The downloaded invoice gives the detailed picture of all the charges applied.

    Final Invoive Step 6.png

  7. To download receipt, click on the three dots and select DOWNLOAD RECEIPT.

    Final Invoive Step 7.png



  8. A receipt is downloaded in your system.

    Final Invoive Step 8.png

     

  9. The downloaded receipt gives the detailed picture of all the charges applied.

    Final Invoive Step 9.png

  10. To view the quotation, click the drop-down icon of the Type of Invoice field and select Quotation.

    Quotation Step 1.png

  11. Select Import Full, from the Category drop-down.

    Quotation Step 2.png

  12. The Quotation Request # field is auto populated.

    Quotation Step 3.png

  13. Click on the search Search Icon.png icon.

    Quotation Step 4.png

  14. A quotation with all the containers appears in the Search Results section as depicted in the image below.

    Quotation Step 5.png

  15. To view the quotation for all the containers, click on the quotation.

    Quotation Step 6.png

  16. A Select Quotation Details window appears on the screen, details off all 22 containers is fetched in this window.

    Quotation Step 7.png

  17. Once the user clicks the PROCEED button, the system navigated the user to the Draft Invoice Summary screen.

User can come to this screen to view the final invoices after payment request has been approved by the terminal admin.

User can select multiple draft invoices for the payment and can click on proceed to pay for the invoices. User will be redirected to the draft invoice summary page as shown below.

User can also delete the invoices by clicking on the delete icon and can download the invoice by clicking on the download icon under ellipse.

Business rules for Fetch Invoices

  • Upon selecting Invoice Type as ‘Draft’ only active drafts to be show on the fetch Invoice screen.

  • Draft invoice expires if not finalized before pickup/expected upload dates on the same day of generation. In this case the user can delete the expired draft invoice and regenerate a new draft invoice.

 

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