View monthly invoices - Intergraph Smart Materials - 10.2 - Help - Hexagon

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Smart Materials/Smart Reference Data Version
10.2

What is the difference between a monthly invoice and an invoice attachment?

A monthly invoice is a collection of approved invoice attachments that apply to a specific month. Buyer makes payments against the monthly invoices raised by the freight forwarder. However, before including an invoice attachment in a monthly invoice, the invoice attachment needs to be approved by the traffic coordinator. An invoice attachment can be part of only one monthly invoice.

  1. Click Freight Forwarding --> Monthly Invoices. All the monthly invoices appear in the grid.

    SHARED Tip The current status of each monthly invoice is displayed in the grid. A monthly invoice can have the following statuses:

    • In Progress(FF) - Indicates that freight forwarder is working on it.

    • In Progress(TC) - Indicates that the traffic coordinator is working on it.

    • Submitted - Indicates that the monthly invoice has been submitted to traffic coordinator for approval.

    • Approved - Indicates that the monthly invoice has been approved by the traffic coordinator.

    • Rejected - Indicates that the monthly invoice has been rejected by the traffic coordinator.

  2. Click a monthly invoice to view its details.

  3. On the Invoice Attachments tab, you can view all the invoice attachments and credit notes that are included in this monthly invoice. You can click an invoice attachment to view additional information.

  4. On the Attachments tab, you can view the documents attached with the monthly invoice.