Create and Validate Invoice

Introduction:
    Efficient and accurate invoicing is a critical aspect of any transportation management system (TMS). In Atlassian TMS, the process of creating and validating invoices is streamlined to ensure that all financial transactions are handled with precision. To achieve this, you'll need to follow a systematic approach:

1. Load Validation Start: To initiate the process of invoice creation and validation in Atlassian TMS, begin by moving the load to the "Validation" stage. This action can be accomplished by clicking the "Validate" button, granting the accounting department the ability to generate an invoice for the specific load.
   
   

2. Automated Calculations: The invoicing system within Atlassian TMS excels in automating calculations. This includes a comprehensive range of crucial invoice details, such as pickup and delivery locations, specific dates, and the financial charges tied to the transaction. The system diligently ensures the precise compilation of these essential invoice particulars.
   
   

3. Review and Adjustments (if Needed): After the system's automated calculations, it's essential to thoroughly review the generated invoice. If any adjustments or refinements are necessary, this stage allows for their precise application. This flexibility ensures that the invoice accurately reflects the agreed terms for the load.
   
   

4. Recipient Selection: At this stage, users can select the intended recipient of the invoice. Whether it's destined for direct delivery to the customer or for storage on the user's computer for future use, Atlassian TMS provides this flexibility to meet specific business requirements.
   
   

5. Factoring Attachment (if Applicable): In cases where the invoice is intended for factoring entities, an important step is to use the "Make Factoring Attachment" feature after successfully validating the invoice. This feature streamlines interactions with factoring partners by creating a specialized document designed for seamless collaboration.
   
   

6. Invoice Status Update: Following validation, the system seamlessly updates the load's status to "Invoiced" once the accounting department dispatches it to the chosen recipient, whether it's the customer or a factoring company. This status update signifies that the load has been successfully invoiced and is awaiting payment.
   
   

7. Payment and Load Status Progression: The "Invoiced" status is maintained until payment is received. Upon payment confirmation, the accounting department can then advance the load's status to "Paid," marking the successful conclusion of the financial transaction.
   
   

8. Load Status Completion: The final stage in the journey of a load in Atlassian TMS is aptly designated as "Done." This status is typically assigned once payment is confirmed, and all financial transactions and settlements related to the load are successfully concluded.
   
   

In summary
    The methodical process of creating and validating invoices in Atlassian TMS begins by moving the load to the "Validation" stage. The system's advanced automation simplifies complex calculations, while user-friendly options facilitate the selection of invoice recipients. Specialized features enhance efficiency in factoring scenarios. Throughout this process, the load's status progresses from "Validation" to "Invoiced," "Paid," and ultimately "Done," signifying the completion of each financial phase. This systematic approach ensures precision and transparency in financial transactions within the realm of transportation and logistics.