AIR BOOKING INVOICE BY ACCOUNTING DETAILS (DIRECT INVOICING METHOD) DPL

AIR BOOKING INVOICE BY ACCOUNTING DETAILS (DIRECT INVOICING METHOD) DPL

AIR BOOKING INVOICE BY ACCOUNTING DETAILS (DIRECT INVOICING METHOD)

USER MANUAL
Version: V1.0.37.4
Prepared By: Arul Jothi. M
Date: 20/11/2025

TABLE OF CONTENTS

  1. Introduction
  2. System Requirements
  3. Logging In
  4. Air Booking Invoice
     • 4.1 Invoice by Accounting Details (Direct Invoicing Method)
     • Step 1: Open the Exact BL Number
     • Step 2: Go to the Accounting Details Tab
     • Step 3: Create a New Invoice
     • Step 4: Preview Invoice
     • Step 5: View Charge Break-Up
     • Step 6: View Tax Breakdown
     • Step 7: Submit Invoice
     • Step 8: Generated Invoice Record
     • Step 9: Proforma Invoice PDF
     • Step 10: Download Invoice
  5. Troubleshooting Common Issues
  6. Frequently Asked Questions (FAQs)
  7. Support

1. Introduction

The Air Booking BL Invoice module in ZEALIT 2.0 allows users to quickly generate customer invoices once an Air Booking has been confirmed.

ZEALIT provides two invoice creation methods, and this manual covers the Direct Invoicing Method, where an invoice is created directly from the Accounting Details tab for an exact BL number.

This method reduces manual work, improves invoice accuracy, and speeds up the billing cycle.

2. System Requirements

Supported Browsers

• Google Chrome (Version 90+)
• Mozilla Firefox (Version 85+)

User Roles

Users must have permission to access Air Booking & Accounting screens:
• Sales
• Pricing
• Operations
• Documentation Team

3. Logging In

Step 1:

Open ZEALIT 2.0 in your browser.

Step 2:

Log in using your username and password.

Step 3:

Navigate to Transactions → Air Booking,
or use Type to Search and type “Air Booking”.


4. Air Booking Invoice Screen

Invoice by Accounting Details (Direct Invoicing Method)

This function enables users to create an invoice directly for the selected Air Booking BL Number through the Accounting Details tab.

It provides:
✔ Faster billing
✔ Accurate charge mapping
✔ Charge & tax preview before generating invoice

Step 1: Open the Exact BL Number

Open the Air Booking entry for which you want to generate the invoice.

Step 2: Go to the Accounting Details Tab

In the Air Booking screen, select Tab 4 – Accounting Details.

This tab displays all charge entries linked with that BL.


Step 3: Create a New Invoice

Click + Create New
This begins the invoice creation process for the selected BL.


Step 4: Preview the Invoice Before Creation

A preview window appears showing:

• List of charges
• Charge details
• Totals


This helps verify accuracy before generating the invoice.

Step 5: View Charge Break-Up

Click the Invoicing button to view:

• Charge name
• Rate
• Basis
• Qty
• Amount

This shows the complete charge structure.

Step 6: View Tax Breakdown

If you want to check GST or other taxes:

Click Amend Charges → Tax Breakdown Screen appears.


This shows the correct tax calculation for each charge.

Step 7: Submit the Invoice

After confirming the charge details:

Click Submit → The system generates the invoice in Proforma Status.


Step 8: Generated Invoice Record

After submission, the system:

• Creates the invoice
• Shows the Invoice Number
• Stores it inside the Accounting Details tab


This invoice can be used for approval, verification, or further processing.

Step 9: Invoice PDF (Proforma Status)

The system auto-generates a Proforma Invoice PDF.

Users can view the PDF to ensure all amounts and taxes are correct.

Step 10: Download the Invoice

Click the Download button to save the PDF.

The file will be downloaded on your device and can be printed or shared.

5. Troubleshooting Common Issues

Issue

Possible Cause

Recommended Solution

Invoice not generating

Missing mandatory fields

Ensure all customer & charge data is complete

Tax not appearing

Tax setup missing for charge code

Verify tax configuration in master settings

Download not working

Browser issue

Clear cache or use Chrome/Firefox

Incorrect totals

Wrong rate or basis

Re-check charges before submission

6. Frequently Asked Questions (FAQs)

Q1: Can I preview the invoice before generating it?
👉 Yes, the system allows full preview of charges & tax.

Q2: Can I invoice multiple BLs at once?
👉 No, the system supports one BL = one invoice for accuracy.

Q3: What status is the invoice created in?
👉 All invoices are generated in Proforma Status.

Q4: Can I edit charges after generating the invoice?
👉 Yes, charges can be amended before finalization.

7. Support

For any technical assistance: