Invoice Status

INVOICE STATUS

Prerequisites

1. Certainly, before creating a Invoice status, it's a good practice to ensure that all the relevant details have been entered or updated. These details typically include information about the sales order and Invoice relevant data.
2. Master Category: Maintaining accurate information for the respective category is crucial for selecting the options of Invoice status.
3. By Updating the sales order and Invoice before moving to Invoice status, you ensure that the Invoice status process is efficient, accurate, and free from errors.

1.1. Add Invoice Status

Step 1: Reach the Invoice Status Section

• From the main Side menu, click on "Sales", then go to "Operations", and finally choose "Invoice Status" .This will open the Invoice Status Search page.
• Alternatively, you can also click on "Accounts", then go to "Operations", and choose "Invoice Status".

Step 2: Search Invoice

Search a Invoice Status - Step-by-Step:

• On the Invoice status Search page, you can search in different ways:
• By Sales Order Number: Type the Sales Order Number
• By Customer: Select the customer name.
• By Plant: Select the plant.
• From Date: Define a date range within which your search should be conducted.
• To Date: Define a date range within which your search should be conducted.
• Invoice Number: Type the Sales Order Number.

Step 3: See the Results

After clicking "Search", you'll see results:

• If you searched by sales order number, customer, plant, date , Invoice type you'll find the matching result.

Step 4: Edit Details

After searching, you'll see the Invoices that you want to add the Invoice status.

• Click "View/Edit" next to the Invoice Number to reach the Invoice Status page.

Step 5: Add the Invoice status details

1. Invoice Number: [Dropdown](Mandatory) The Invoice number which was selected for adding the Invoice status will be selected in the dropdown.

note

If you change your mind and want to change the Invoice , you can choose the Invoice from the dropdown ,the dropdown option value is the invoices added

2. Invoice to Customer Accounts Status - Here the status of whether the Invoice is sent to the customer or not is updated.
   • Date of Sending: [Date Field] The date of when the Invoice is send to the customer is selected
   • Sent / Not sent: [Dropdown] The status whether the Invoice is sent or not is selected from the dropdown
   • Remarks: [Text Field]Add the remarks or general comments , if any.
3. Payment Received Status - Here the status of payment received from the customer is been updated.
   • Actual Payment Date : [Date Field] The date of when the actual payment is done is selected
   • Payment Date : [Date Field] The date of when the actual payment is done is selected
   • Received or Not: [Dropdown] The status whether the payment is received or not is selected from the dropdown
   • Remarks: [Text Field]Add the remarks or general comments , if any.
4. FIRC Status - Here the FIRC(Foreign Inward Remittance Certificate) status has been updated.
   • Received Date : [Date Field] The date of when the FIRC was issued is selected
   • Remarks : [Text Field]Add the remarks or general comments , if any.
5. Payment Received Status - Here the status of payment received from the customer is been updated.
   • Actual Payment Date : [Date Field] The date of when the actual payment is done is selected
   • Payment Date : [Date Field] The date of when the actual payment is done is selected
   • Received or Not: [Dropdown] The status whether the payment is received or not is selected from the dropdown
   • Remarks : [Text Field]Add the remarks or general comments , if any.
6. EDPMS Status - Here the EDPMS(Export Data Processing and Monitoring System) status has been updated.
   • Updated or Not : [Dropdown] The status of whether the EDPMS is updated or not is selected from the dropdown.
   • Remarks : [Text Field]Add the remarks or general comments , if any.
   • MEIS/SEPS Status - Here the MEIS(Merchandise Exports from India Scheme)/SEPS(Service Exports Promotion Scheme) status is been updated.
   • Applied/ Not Applied : [Dropdown] The status of whether the MEIS/SEPS is applied or not is selected from the dropdown.
   • Received or Not : [Dropdown] The status of whether the MEIS/SEPS is received or not is selected from the dropdown.
   • Received Date: [Date Field] The date of when the MEIS/SEPS was received selected.
   • Remarks: [Text Field]Add the remarks or general comments , if any.
7. Dispatch Status: The status of dispatch of the items in the Invoice has been updated.
   • Dispatch Date :[Date Field] The date of dispatch of the items in the Invoice is selected .
   • Invoice Status:[Dropdown] The status of whether the Invoice is selected from the dropdown.
   • Remarks :[Text Field] Add the remarks or general comments , if any.
8. Status: The status of the LR (Loading Ready) is updated here.
   • Vehicle Number: [Text Field] Enter the number of the vehicle in which the items in the Invoice are loaded .
   • LR Number : [Text Field] Enter the LR number.
   • CHA/LSP : [Text Field] Enter the CHA (Custom House Agent) /LSP(Logistics Service Provide) number.
   • Remarks : [Text Field]Add the remarks or general comments , if any.
9. Discounting Payment Status: The status of the initial discounting payment is updated.
   • Initial Payment Date : [Date Field] The date of when the initial payment is done is selected.
   • Initial Discounting Payment Link : [Text Field] Enter the link of the initial payment.
   • Initial Discounting Value : [Text Field] Enter the value of the initial payment.
   • Remarks: [Text Field]Add the remarks or general comments , if any.
10. Discounting Payment Status: The status of the final discounting payment is updated.

• Final Payment Date : [Date Field] The date of when the final payment is done is selected.
• Final Discounting Payment Link : [Text Field] Enter the link of the final payment.
• Final Discounting Value : [Text Field] Enter the value of the final payment.
• Remarks: [Text Field]Add the remarks or general comments , if any.

11. Remission Of Duties or Taxes on Export Products Scehme Status: The status of the (RODTEP - Remission Of Duties or Duties on Export Products Scheme Status) is updated.

• RODTEP value : [Text Field] Enter the value of RODTEP.
• RODTEP Lic No : [Text Field] Enter the license Number of the RODTEP.
• RODTEP Date : [Date Field] The date of the RODTEP is selected.
• RODTEP Expiry Date : [Text Field] The expiry date of the RODTEP is selected.
• Remarks: [Text Field]Add the remarks or general comments , if any.

12. Realisation Certificate Status: The BRC(Bank Realiation Certificate Status) is updated.

• BRC Applied : [Dropdown Field] The status of whether the BRC is applied or not is selected from the dropdown.
• BRC Number : [Text Field] Enter the BRC number.
• Remarks: [Text Field]Add the remarks or general comments , if any.

Submission Of Invoice Status

• Upon submission of Invoice status, the entry will be added and the screen will transition to the editing mode .

That's it! You've learned how to ADD, SEARCH, EDIT a Invoice Status using the DMeX app. If you need help, contact the support team.