Create Invoice

Invoice is the important underlying instrument used in trade and also in Supply Chain. Financing of Supply Chain also takes place against a commercial Invoice. Thus Creation of Invoice is one of the important transaction provided on the Portal. Using this option you can create single or multiple invoices online on the buyer under the SCF program. While submitting the invoice provision is given to save the content as Template. This also allows you to save the invoice as template so you can use it for future user to avoid re-entering the data when invoice is being created for same corporate party.

Pre-Requisites

User must be having a valid corporate login credentials for creation of program.

How to reach here:

Dashboard > Toggle menu >Supply Chain Finance > Invoice Management > Create Invoice
OR
Dashboard > Toggle menu >Supply Chain Finance > Overview > Quick Links > Create Invoice

Online Invoice Creation

To create invoice:

1. The Create Invoice screen appears. Click Create New Invoice to create single or multiple invoices.

2. The Create Invoice - New Invoice screen appears.

3. In the Customer Invoice No field, enter the customers own reference number of the invoice.
4. From the Name of the Program field, select the program to which the invoice needs to be linked.
5. In the Purchase Order No field, enter the customers purchase order number.
6. From the Invoice Date list, select the invoice date.
7. From the Shipment Date list, select the date when shipment is expected to take place.
8. From the Buyer Name list, select the counter party/spoke belonging to the selected program on whom the invoice is to be raised.
9. In the Payment Terms field, enter the terms agreed for payment of the invoice.
10. From the Purchase Order Date list, select the purchase order date.
11. From the Invoice Due Date list, select the invoice due date.
12. From the Add Commodity Details field, select the option whether corporate wants to add commodity details.
1. If user selects Yes;
1. The Add Commodity Details section gets enabled.
2. From the Currency list, select the invoice amount currency.
3. In the Name field, enter the name of the commodity.
4. In the Description field, enter the brief description of the commodity.
5. In the Quantity field, enter the quantity of the commodity.
6. In the Cost per unit field, enter the cost per unit of the commodity.
7. Click icon to copy the contents of the row to the next row in the Add Commodity Details section.
   OR
   Click icon to remove row in the Add Commodity Details section.
   Click on the Add Row link to add blank row in the Add Commodity Details section.
   
8. In the Discount Percentage field, enter the applicable discount percentage if required.
9. In the Tax Percentage field, enter the applicable tax percentage if required.
10. Click Save to save the invoice.
    OR
    Click on the Duplicate Invoice link to add new invoice with same details entered in current invoice.
    OR
    Click on Add Invoice link to add another invoice.
    OR
    Click icon to delete the invoice.
11. From the Save As Template field, select the option to save the entered invoice data as template.
1. In the Template Name field, enter the template name. For more details on templates, refer Template section.
12. Click Submit to create an invoice.
    OR
    Click Cancel to cancel the transaction.
    OR
    Click Back to navigate back to previous screen.
13. The review screen appears. Verify the details, and click Confirm.
    OR
    Click Back to navigate back to previous screen.
    OR
    Click Cancel to cancel the transaction.
14. The success message of request initiation invoice (s) creation appears along with the reference number.
15. Click on the Click here to view your created invoices status Details link to view the list of created invoices with their status.
    Click on the View Program link to view the details of existing programs. The View Program screen appears.
    OR
    Click on the Supply Chain Dashboard link to go to Supply Chain Dashboard.
    OR
    Click on the Back to Main Dashboard link to go to main dashboard.

Template

To view templates:

1. On navigating to Create Invoice screen, click Template tab, the list of existing templates appears.

2. In the Search By Template Name field, enter the name of invoice template which is to be searched.
3. Click , the list of existing templates appears based on search criteria.
4. Click on the desired Template Name link, the Create Invoice screen appears for creating invoice.

Bulk File Upload Creation

Using this option corporate user can upload multiple invoices so that multiple invoices get created and raised on the buyer.

How to reach here:

Dashboard > Toggle menu >Supply Chain Finance > Invoice Management > Create Invoice > Bulk File Upload

To upload multiple invoices:

1. The Create Invoice screen appears. Click Bulk File Upload to upload single or multiple invoices.

2. From the File Identifier list, select the unique code/ name assign for the corporate party for handling of files. The details for file uploading appears like Transaction Type, File Format Type, and Approval Type.
3. The Create Invoice screen appears. Click Bulk File Upload to upload single or multiple invoices.
4. Click Upload to upload the multiple invoices.
   OR
   Click Cancel to cancel the transaction.

FAQs

Who can create a Invoice?

An invoice can be created by any corporate who has created ‘Supplier Led Programs’.

Can I create multiple invoices on different buyers?

Yes, a corporate can create multiple invoices online on different buyers.

How many invoices can I create at a time?

There is not upper limit for creation of multiple invoices at one time. User can create as many invoices as required.

How many templates can I save in total?

There is no limit set for maximum number of templates that can be created.

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