Overview
Customer Invoice Banner
The Customer Invoice Banner Lightning Web Component (LWC) is located on the Customer Invoice Lightning Record Page.
Apply customer invoice terms and recalculate the Invoice Date with the Apply Terms button.
The "Update Taxes" button will recalculate any taxes on the invoice.
Setup Taxes
Navigate to TMS Admin, Configuration in the Global Settings section. Calculate and Display Taxes and Calculate Navigate Taxes should be “checked.”
To create the customer invoice as a PDF select the Generate button. Invoice documents are found on the load under the Documents tab in the Files sub-tab. The Generate and Send button opens the email modal to send the customer invoice .PDF.
The default email templates can be modified under TMS Admin, then Document Options.
When EDI is enabled, the EDI 210 information stored on the load is sent by clicking Send via EDI to the customer.