COMMON BL INVOICE SCREEN – 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
    • Common BL Invoicing Screen

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 once a booking has been confirmed.

In ZEALIT, users can create customer invoices using the Common BL Invoicing Screen, which simplifies invoicing operations.
This function helps save time, reduce manual effort, and automate the invoicing process efficiently.

This document explains the steps to create a customer invoice using the Common BL Invoicing Screen.

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 Bl Invoice Screen.

3. Logging In

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

4. BL Invoice

Common BL Invoicing Screen

The Common BL Invoicing Screen allows users to create invoices for multiple customers and BLs from a centralized screen.
It simplifies the invoicing workflow and ensures faster processing of customer invoices.

Step 1: Navigate to the BL Invoice Screen

From the dashboard, navigate to the BL Invoice screen.
Alternatively, use the Type to Search option to quickly locate the module.

Step 2: Create a New Invoice

Click on the + Create New button to initiate the creation of a new customer invoice.

Step 3: Retrieve Customer Details

Click the Clipboard button to automatically retrieve customer details such as Customer Name, Address, and other linked information.

Step 4: Fill Mandatory Details

Ensure all mandatory fields in the BL Invoice dashboard are filled out — including customer, branch, invoice date, and currency.

Step 5: Retrieve Customer Invoices

Once all mandatory fields are entered, click Retrieve.
The system will display all invoices linked to the selected customer.

Step 6: Select the Required BL Number

From the retrieved list, select the particular BL Number for which you want to create the invoice.
Use the Filter option to narrow down results by Customer, BL Number, or Date Range.

Step 7: View and Amend Charges

To check or edit charge details, click the Amend Charges button.
This opens the tax breakdown view, showing the GST or applicable tax for each charge.

Step 8: Submit the Invoice

Once all details and charges are verified, click Submit to finalize the invoice.
The system will then save and confirm the invoice record.

Step 9: Generated Invoice Record

After submission, the system generates a unique Invoice Reference Number.

Step 10: Invoice PDF (Proforma Status)

The system automatically generates a Proforma Invoice PDF after submission.
Review this document to verify all charge and tax details before final confirmation.

Step 11: Download the Invoice

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

5. Troubleshooting Common Issues

6. Frequently Asked Questions (FAQs)

Q1: Can I preview the invoice before submitting it?
👉 Yes, you can preview and amend charges before finalizing the invoice.

Q2: Can I generate invoices for multiple BLs at once?
👉 No, invoices must be created per BL to maintain accuracy and control.

Q3: What status does the generated invoice show initially?
👉 The invoice will first appear under Proforma Status before final approval.

7. Support