Why can't I issue the B/L after raising the export invoice?

Raising the invoice is one step of three. Sailix also needs the customer's confirmation of the B/L and a receipt voucher that carries the invoice reference. The issue checklist marks each step done or outstanding and names any invoice that still has no receipt.

Can I release a B/L on credit to a trusted customer?

Yes, through approval. From the B/L issue dialog the desk requests approval, and the request appears under Approvals in BOL Issue Approval. A user with access to that queue approves or rejects it with a remark. An approved request lets that B/L be issued without the receipt.

Can one booking have more than one export invoice?

Yes. Sailix allows several invoices per booking. The B/L check matches invoices by B/L reference, not by booking, so an invoice for another B/L on the same booking does not count. Every matching invoice needs a receipt, and cancelled invoices are ignored.

Does the export invoice handle GST and VAT?

Yes. The invoice has a tax type of GST or VAT, a field for the GSTIN based on place of supply, and a field for the party's VAT ID. Tax details are stored per invoice, and GST e-invoices are generated and tracked on the GST Invoice Generation screen.

Export invoicingInvoice exports and collect before the B/L goes out.

Bill export charges against the booking and B/L, split prepaid from collect, and hold B/L issue until the invoice is receipted or approved.

Get started See what it does

Container terminal at dusk with gantry cranes over container stacks

NVOCC export

Overview

An export invoice in Sailix is raised against a booking and carries its B/L reference. The form loads the booking's shipment details, then you bill the party with tariff lines marked prepaid or collect, optional detention charges from a detention profile, and tax under GST or VAT. Totals are shown in local currency and in the invoice currency at the exchange rate on the invoice.

The invoice is also the control point for the document. A B/L cannot be issued until each invoice raised against it appears on a receipt voucher, and an invoice still in draft counts as unpaid. When a shipment has to move before the money arrives, the desk requests approval and an authorized user decides it in the approvals queue with a remark.

Capabilities

What it does

Prepaid and collect lines
Mark each charge line as prepaid or collect. Collect charges and their tax are totaled separately and shown as pending at destination.
Detention on the invoice
Pick a detention profile to load the booking's containers and calculate detention charges, or leave the profile empty and enter detention lines by hand.
Tax and party IDs
Choose GST or VAT as the tax type, record the party's VAT ID or the GSTIN for the place of supply, and see taxable and non-taxable amounts.
Two-currency totals
Set the invoice currency and exchange rate. Sailix shows taxable amount, tax amount and net amount in both local and foreign currency.
Invoice PDF
Download any invoice from the list as a PDF. When the invoice is not a draft and holds an IRN, that number is printed on the document.
Export receipts
The Export Receipts screen records money received by cash, cheque or direct bank and settles it against the party's outstanding invoices.

Workflow

How it works

First
Select the booking
Choose the booking reference. Sailix loads the principal, ports, parties and sailing details, and you confirm the party to bill and the B/L reference.
Then
Add charges and tax
Enter tariff lines as prepaid or collect, add detention if it applies, set the tax type and check the totals in both currencies.
Next
Save and share
Save the invoice and download the PDF for the customer.
Finally
Record the receipt
Enter the receipt voucher against the invoice reference. The B/L issue checklist then shows the invoice as receipted.

Questions

Questions and answers

Why can't I issue the B/L after raising the export invoice?: Raising the invoice is one step of three. Sailix also needs the customer's confirmation of the B/L and a receipt voucher that carries the invoice reference. The issue checklist marks each step done or outstanding and names any invoice that still has no receipt.
Can I release a B/L on credit to a trusted customer?: Yes, through approval. From the B/L issue dialog the desk requests approval, and the request appears under Approvals in BOL Issue Approval. A user with access to that queue approves or rejects it with a remark. An approved request lets that B/L be issued without the receipt.
Can one booking have more than one export invoice?: Yes. Sailix allows several invoices per booking. The B/L check matches invoices by B/L reference, not by booking, so an invoice for another B/L on the same booking does not count. Every matching invoice needs a receipt, and cancelled invoices are ignored.
Does the export invoice handle GST and VAT?: Yes. The invoice has a tax type of GST or VAT, a field for the GSTIN based on place of supply, and a field for the party's VAT ID. Tax details are stored per invoice, and GST e-invoices are generated and tracked on the GST Invoice Generation screen.