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Based on your selection of Invoicing and Storage Charge settings, CartonCloud will generate the Storage Periods and add these automatically to Customer Invoiced. Sometimes though, there may be instances when you need to manually create and add a Storage Period to the invoice.

For example:

  • Storage Settings have been changed within an invoice period
  • Purchase Orders have been back dated where the invoice for that period has already been approved for payment
  • Storage Charge errors have occurred due to a misalignment of Storage Periods and Invoice Periods

To manually create a storage period:

Search For Anything, type "Storage Periods" →

Add a Storage Period →

Enter the details for Customer and Date →

Create Storage Period →

You have now created a new Storage Period →

Once you have created the Storage Period, you can then add this to the invoice.

Search For Anything, Invoices →

Select the invoice that you want to add the created Storage Period to →

Go to Storage Periods tab →

Add Storage Period →

Select the Storage Period to be added to the invoice →

Confirm the Storage Period to be added and select "Add Storage Period to Invoice" →

You will then be taken back to the details tab of the invoice to recalculate the invoice totals →

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