How to display each duty separately in the invoice description
We understand that due to customer requirements, there are times you have to show each duty separately in the invoice. This article will guide you through the steps involved in achieving this. This is helpful when you have multiple duties in a single booking.
Generally, when an invoice for multiple duties is generated, the duties and the booking would by default show as follows.
If you customer needs to view each duty separately, there are two ways to do this:
1 - Display the duty summary at the top of the invoice always.
2 - Split the duties
Before creating the invoice. Go to Duties - Completed and click on the booking.
Now, click on the large gear icon towards the top right side of the screen and click on Split Booking.
Next, Select the Duties from the popup and click on Split Booking.
Done!
Go to Operations Billing - Select the invoice to which you wish to add the bookings.
Click on Edit - Select the bookings from the pop and click on save settings
Done!
Now your duties would be displayed separately under the description section of the invoice as follows :
Generally, when an invoice for multiple duties is generated, the duties and the booking would by default show as follows.
If you customer needs to view each duty separately, there are two ways to do this:
1 - Display the duty summary at the top of the invoice always.
2 - Split the duties
Splitting the Duties
Before creating the invoice. Go to Duties - Completed and click on the booking.
Now, click on the large gear icon towards the top right side of the screen and click on Split Booking.
Next, Select the Duties from the popup and click on Split Booking.
Done!
Step 2 - Adding the bookings to the invoice
Go to Operations Billing - Select the invoice to which you wish to add the bookings.
Click on Edit - Select the bookings from the pop and click on save settings
Done!
Now your duties would be displayed separately under the description section of the invoice as follows :
Updated on: 29/10/2020
Thank you!