BL INVOICE BY ACCOUNTING DETAILS (DIRECT INVOICING METHOD)

INVOICE FOR EXACT BL NUMBER – USER MANUAL
Version: V1.0.37.4
Prepared by: Arul Jothi. M
Date: 12/11/2025

Table of Contents

1. Introduction

2. System Requirements

3. Logging In

4. BL Invoice
     • BL Invoice by Accounting Details (Direct Invoicing Method) – Invoice for Exact BL Number

5. Troubleshooting Common Issues

6. Frequently Asked Questions (FAQs)

7. Support

1. Introduction

The BL Invoice module in ZEALIT 2.0 enables users to generate customer invoices after a booking has been confirmed.

In ZEALIT, users have two provisions for creating customer invoices. These functions are designed to save time, reduce manual effort, and enhance automation in the invoicing process.

This document explains the process for creating a Direct Invoice for an exact BL number using the Accounting Details tab.

2. System Requirements

Supported Browsers

• Google Chrome (Version 90 or above)

• Mozilla Firefox (Version 85 or above)

User Access Role

• Sales, Pricing, or Operations users with access to the COC Manage Shipment modules.

3. Logging In

Step 1: Open ZEALIT 2.0 in your browser.
Step 2: Log in using your assigned credentials.

Step 3: Navigate to the COC Manage Shipment screen using one of the following methods:

4. BL Invoice

BL Invoice by Accounting Details (Direct Invoicing Method)

This function allows users to generate an invoice for a specific BL Number directly from the Accounting Details tab.
It simplifies the process and reduces manual steps, helping users invoice faster and more accurately.

Step 1: Open the Exact BL Number

Navigate to the specific BL Number for which you want to create an invoice.

Step 2: Go to the Accounting Details Tab

In the COC Manage Booking screen, open the 5th tab – Accounting Details.

Step 3: Create a New Invoice

Click on the + Create New button to start generating a customer invoice for the selected BL Number.

Step 4: Preview the Invoice Before Creation

A key feature in ZEALIT 2.0 is the ability to preview the invoicing charges before finalizing.
This ensures accuracy and helps confirm the selected charge details.

Step 5: View Charge Break-Up

Click on the Invoicing button to view the detailed charge break-up for the selected BL.
This displays all associated charges updated under that BL.

Step 6: View Tax Breakdown

If you need to check the tax details for any charge, click the Amend Charges button.
This opens the tax breakdown view, displaying GST or applicable taxes for each charge.

Step 7: Submit the Invoice

Once all details are verified, click the Submit button to finalize the invoice.
This action confirms and saves the invoice record in the system.

Step 8: Generated Invoice Record

After submission, the system generates the invoice reference number.
This invoice is now available under the Accounting Details section for future reference.

Step 9: Invoice PDF (Proforma Status)

The system automatically generates a Proforma Invoice PDF.
You can review this file to ensure all charge and tax details are correct before proceeding to the final invoice.

Step 10: Download the Invoice

To download the generated invoice, click the Download button.
The file will be downloaded in PDF format for sharing or record-keeping.

5. Troubleshooting Common Issues

6. Frequently Asked Questions (FAQs)

Q1: Can I preview the invoice before generating it?
👉 Yes, you can view the full charge and tax breakdown using the Preview and Amend Charges options.

Q2: Can I create invoices for multiple BLs together?
👉 No, this function supports one invoice per BL for better accuracy and control.

Q3: What status does the generated invoice show initially?
👉 The invoice is first created in Proforma Status before final confirmation.

7. Support