Create the Next Invoice

The original invoice(s) must be locked and cannot be the last available invoice in the sequence of invoice types defined in the contract. The new invoice(s) inherit(s) the selected despatch orders from the original invoice(s). For invoices with costs and service charges, only the rate details that are applicable to the new invoice type are available for selection.

This activity is applicable to all document types.

Security Note: You need the Allow invoice maintenance security right in the Contracts domain security rights group for this activity. For freight commission and freight demurrage commission invoices, you also need the Allow the user to create freight commission invoices security right in the Contracts domain security rights group for this activity.

Activity Steps

1. Open the Invoice Explorer.
2. Find the invoice or invoices. See Find Invoices.
3. To create the next invoice for a single invoice:
   1. Right-click the invoice and select Create Next Invoice from the menu.

      The Sales Invoice, Credit Note, Purchase Invoice, Purchase Credit Note, Demurrage Invoice, Service Invoice, Service Demurrage Invoice, Freight Invoice, Freight Commission Invoice, Freight Demurrage Invoice or Freight Demurrage Commission Invoice displays the next invoice type in the sequence defined in the associated contract.

   2. Confirm the selection of applicable contract charges or service rates.
4. To create the next invoices for multiple invoices:
   1. Check Selected to include invoices in the batch.
   2. Right-click in the Invoice field group, and select Batch Operations » Create Next Invoice from the menu.
   3. Select the invoice date.

      The Batch Log displays the status of the invoice creation for each invoice in the batch.

   4. Close the Batch Log.
5. Click Save.