Jobber- Editing Customer Invoice

To edit a customer invoice from a fuel invoice, click on edit, then ‘Customer Invoice’ and select ‘Edit Customer Invoice’ (shown below).

 

 

The screen below will display. You can add other charges such as freight and also enter in Bill To and Ship To information by clicking on the tabs at the top of the right window. Once you enter a Bill To or Ship To address and save, it will be available saved for future shipments.

 

 

Additional Info (shown below) such as delivery date and time can be entered here. Enter loading date and time, BOL #, Carrier and Terminal if those fields are not brought in automatically.

 

 

Ship To and Bill To tabs display as shown below with Street address, phone and fax and email fields. Again, this information once added and saved here, will be available for future shipments. Note Bill to and Ship to are identical unless changed.