CHB JOB CREATION – BL INVOICE BY ACCOUNTING DETAILS DIRECT INVOCING METHOD

CHB JOB CREATION – BL INVOICE BY ACCOUNTING DETAILS DIRECT INVOCING METHOD

CHB JOB CREATION – BL INVOICE BY ACCOUNTING DETAILS DIRECT METHOD

(DIRECT INVOICING METHOD)
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)
      • Step 1: Open the Exact BL Number
      • Step 2: Go to the Accounting Details Tab
      • Step 3: Create a New Invoice
      • Step 4: Preview the Invoice Before Creation
      • Step 5: View Charge Break-Up
      • Step 6: View Tax Breakdown
      • Step 7: Submit the Invoice
      • Step 8: Generated Invoice Record
      • Step 9: Invoice PDF (Proforma Status)
      • Step 10: Download the Invoice

  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 Roles

• Sales
• Pricing
• Operations
(Users must have access to the Job Creation and Accounting Tab modules)

3. Logging In

Step 1: Open ZEALIT 2.0 in your browser.
Step 2: Enter your login credentials and click Login.


Step 3: Navigate to Job Creation using any of the following:
• Transaction → Job Creation
• Or use the Type to Search option and search for “Job Creation”


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 job and select the BL Number (applicable for both SEA and AIR modules).


Step 2: Go to the Accounting Details Tab

Open the 4th tab – Accounting Details in the Job Creation (Confirmed) screen.

Step 3: Create a New Invoice

Click + Create New to begin the invoice creation process 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.

A screenshot of a computer AI-generated content may be incorrect.

 

A screenshot of a computer AI-generated content may be incorrect.

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 a unique Invoice Reference Number, available under the Accounting Details section.

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

Click Download to export the invoice in PDF format for sharing or documentation.

5. Troubleshooting Common Issues

IssuePossible CauseSuggested Solution
Invoice not generatingMandatory fields missingCheck all charge and customer details
Tax not appearingMissing tax configurationVerify charge code tax settings
Download not workingBrowser cache issueClear cache / try supported browser

6. Frequently Asked Questions (FAQs)

Q1: Can I preview the invoice before creating it?
Yes. Full charge and tax previews are available before submission.

Q2: Can I generate invoices for multiple BLs together?
No. Direct invoicing supports one BL per invoice for accuracy.

Q3: What is the initial status of the invoice?
Invoices are first created in Proforma Status.

7. Support

For technical support, kindly contact:
📧 helpdesk@aggrandizeventure.zohodesk.in

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