I can generate an invoice from trucks
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JB

Jean-Philippe Boul

Created Jan 20, 2023

I can generate an invoice from trucks

12
    d

Haroldwaste

8 Steps
1

Go to Jules AI

2

After having entered Delivery information, select the right containers

You can also make the selection from the Container page or directly from the Invoice page (tab "To be invoiced")

After having entered Delivery information, select the right containers
3

Then click on "Invoice/Report" and "Customer invoice"

Then click on "Invoice/Report" and "Customer invoice"
4

If there is no prior invoice you want to attach the new invoice to, then discard this step and click on "Create invoice"

If there is no prior invoice you want to attach the new invoice to, then discard this step and click on "Create invoice"
5

On "Invoice and Payable" page click on "Settings" to open the menu

On "Invoice and Payable" page click on "Settings" to open the menu
6

You can choose based on what information you want to generate the invoice and click on "Save"

You can also choose invoice template, default currency and unit in this menu

You can choose based on what information you want to generate the invoice and click on "Save"
7

Check the other information for the invoice and once it's ready, click on "Mark as complete" to finalize it or on "Save as draft" if want to make further changes later on

You can also click on the down arrow next to save and preview the invoice

Check the other information for the invoice and once it's ready, click on "Mark as complete" to finalize it or on "Save as draft" if want to make further changes later on
8

Once saved, you can click on the invoice number to download it

Once saved, you can click on the invoice number to download it
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