Fetch Invoice
- 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
- 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
Go to Container Clearance > Fetch Invoices, below page appears.
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.
The user can download or delete the invoice from the three dots elipses
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.
The Draft Invoice Summary screen.
To view final invoice, click the drop-down icon of the Type of Invoice field and select Final Invoice.
Enter the values in the mandatory fields and click on the search icon.
The list of final invoices along with their corresponding status are displayed on the screen as depicted in the image below.
To download invoice, click on the three dots and select DOWNLOAD INVOICE.
An invoice will be downloaded in your system.
The downloaded invoice gives the detailed picture of all the charges applied.
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.