COMMON CHB INVOICE SCREEN – USER MANUAL
COMMON CHB INVOICE SCREEN – USER MANUAL
Version: V1.0.37.4
Prepared by: Arul Jothi. M
Date: 15/11/2025
Table of Contents
-
Introduction
-
System Requirements
-
Logging In
-
BL Invoice
• Common CHB BL Invoicing Screen
– Step 1: Navigate to the BL Invoice Screen
– Step 2: Create a New Invoice
– Step 3: Retrieve Customer Details
– Step 4: Fill Mandatory Details
– Step 5: Retrieve Customer Invoices
– Step 6: Preview the CHB Invoice
– Step 7: Select the Required BL Number
– Step 8: View & Amend Charges
– Step 9: Submit the Invoice
– Step 10: Generated Invoice Record
– Step 11: Invoice PDF (Proforma Status)
– Step 12: Download the Invoice -
Troubleshooting Common Issues
-
Frequently Asked Questions (FAQs)
-
Support
1. Introduction
The CHB BL Invoice module in ZEALIT 2.0 enables users to generate customer invoices once the job has been created and confirmed.
Using the Common CHB BL Invoicing Screen, users can invoice multiple customers or BLs from a single consolidated interface.
This improves billing accuracy, reduces manual effort, and ensures a more efficient invoicing workflow.
This manual explains the step-by-step process for generating CHB invoices using the Common Invoice Screen.
2. System Requirements
Supported Browsers:
• Google Chrome (Version 90 or above)
• Mozilla Firefox (Version 85 or above)
User Access Roles:
• Sales
• Pricing
• Operations
• Any user with access to the BL Invoice Screen
3. Logging In
Step 1: Open ZEALIT 2.0 in any supported browser.
Step 2: Log in with your assigned username and password.
4. BL Invoice – Common CHB BL Invoicing Screen
The Common CHB BL Invoicing Screen helps users generate invoices for CHB jobs from a central screen.
It supports faster billing and ensures that all job-related details are auto-fetched wherever applicable.
Step 1: Navigate to the BL Invoice Screen
From the dashboard, go to:
Billing → BL Invoice
(or) Use the Type to Search option to locate BL Invoice.
Step 2: Create a New Invoice
Click Create New to start the invoicing process.
Step 3: Retrieve Customer Details
Click the Clipboard / Fetch option to load customer information such as:
• Customer Name
• Customer Address
• Billing Party details
• Mapped contacts
Step 4: Fill Mandatory Details
Update the required fields as listed below:
| Field | Description |
|---|---|
| BL Type | Select CHB |
| Shipment Type | Choose Import / Export |
| Invoice Party | Select the party who will be billed |
| Other Details | Auto-fetched by the system |
Once all mandatory fields are filled, proceed to retrieve BL-linked records.
Step 5: Retrieve Customer Invoices
Click Retrieve.
The system will display all CHB BLs related to the selected customer.
Step 6: Preview the CHB Invoice
You can preview the invoice to verify:
• Charge details
• Tax applicability
• Customer mapping
• Invoice values
This ensures accuracy before creating the final invoice.
Step 7: Select the Required BL Number
From the list displayed:
• Select the BL for which you want to create the invoice.
• Use the Filter option to narrow by BL Number, Customer, Date, etc.
Step 8: View & Amend Charges
Click Amend Charges to review or edit:
• Charge amounts
• Tax breakup (GST, IGST, etc.)
• Charge codes
• Additional charges if required
Step 9: Submit the Invoice
After verifying all details, click Submit.
The invoice will be saved and marked as successfully generated.
Step 10: Generated Invoice Record
A unique Invoice Reference Number will be assigned after submission.
This can be used for tracking and reporting.
Step 11: Invoice PDF (Proforma Status)
The system automatically generates a Proforma Invoice PDF.
Verify the bill values before proceeding further.
Step 12: Download the Invoice
Click Download to save the invoice in PDF format for customer sharing or internal documentation.
5. Troubleshooting Common Issues
| Issue | Possible Cause | Solution |
|---|---|---|
| Invoice not generating | Missing mandatory fields | Ensure all required details are entered |
| Customer details not loading | Incorrect Customer Master data | Verify customer mapping in masters |
| Tax not displayed | Tax configuration missing | Check charge code and tax mapping |
| Cannot download invoice | Browser cache issue | Clear cache or reload the screen |
6. Frequently Asked Questions (FAQs)
Q1: Can I preview the invoice before creating it?
✔ Yes, preview and amend options are available.
Q2: Can I generate invoices for multiple BLs at once?
✘ No, CHB invoices must be created one BL at a time.
Q3: What is the default status of a new invoice?
✔ All invoices are generated in Proforma Status initially.
Q4: Can I modify charges after submitting the invoice?
✔ Yes, modifications are allowed until the final confirmation.
7. Support
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