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Invoice Services User Guide

Owned by Sonam Negi
Last updated: Jun 06, 2023 by Swati Raigaga (Unlicensed)
2 min read

Introduction

View invoice module is an online portal that enable customers to manage the invoices for their containers and vessels at a single place. This module helps user to view the invoice details on the portal, download the invoice and also user can pay the invoices with the different payment options available on the portal. This module also enables users to receive notification for the payments, to download the receipts for the payment and also allows them to track their payment request with help of payment approval feature.

User Access

S.No

User

Privilege

Description

1

End user

Search/View/Pay/Payment Approval

Shipping agents are the end users who can check & download the invoices and make the payment for their invoices

2

Terminal Admin

Search/View/Payment Approval/Approve/Reject

Terminal admin are users who reviews the payment request, can approve/reject the request and can also  raise the clarifications for the payment request.

3

MS Admin

Search/View/Payment Approval

MS Admin are user who only can view the invoices and the payment request but cannot take any actions on the invoices or the payment request.

Types of Services

Currently the Cargoes Community Platform supports the below list of services for Jeddah:

Feature List

View invoice services module allows customers to manage the invoices for their containers and vessels. Below is the list of features that view invoice service provides to the customer:

  1. Search & View Invoice: With this functionality, customers can view their invoices which are already paid or unpaid. They can also check the invoices which are pending for payment approval from terminal operator and can also track the invoices for which acknowledgment is failed form the terminal so they can check those invoices directly with the terminal for further action and communication.

  2. Payment for invoices: With this functionality, customers will be allowed to pay their unpaid invoices by selecting different payment methods available on the portal. Below are the list of payment methods that are available on the portal for the customer:

    1. Online payment

    2. Wallet

    3. Bank transfer

  3. Payment Approval (For end user): With this functionality, customers can track the payment request for the bank transfer payment which are pending for terminal operator approval and also can manage the request to modify the existing request if any clarifications requested by the terminal operator or to cancel the payment request. This feature also allows them to communicate with terminal operator using the comment feature.

  4. Payment Approval (For Terminal operator): With this functionality, Terminal operator can track the payment request for the bank transfer payments which are pending for approval. Terminal operator’s can review the payment request and can approve & reject the request. This feature also allows terminal operator to raise the clarification against any request. With help of comment feature, Terminal operator can easily post the comments to the shipping agent against any request.

  5. Notifications: With this functionality shipping agents and terminal operators will receive event and email notifications for the payments, modification, cancellation and approvals.