Introduction

This guide explains how to create and book an invoice in TRAEDE. Invoices are automatically created when a shipment is fulfilled. For B2C orders, these are often booked automatically. However, for B2B orders, you typically need to review and book the invoice manually.

This guide is intended for users managing invoicing processes in TRAEDE, especially in B2B workflows.

Step 1: Access your open invoices

1. From the TRAEDE home screen, go to Sales → Invoices.

2. Here you will see a list of all your open invoices and credit notes.

3. Click on the invoice you wish to edit and book.

Step 2: Review invoice details

1. In the Invoice tab, you can update:

   • Bookkeeping date

   • Invoice note

   • Shipping cost (e.g., add 100 DKK)

   • Handling fee

   • Payment terms, Bank account, and VAT
     (These are typically auto-filled from the customer card, but can be changed manually.)

Step 3: Review products and pricing

1. Navigate to the Products tab.

2. The quantity will automatically reflect the number of products packed in the shipment.

   • Example: If 5 of 10 items were packed, the invoice will reflect 5.

3. On the right-hand side, preview how the invoice will appear.

Step 4: Review and download the invoice

1. Go to the Documents tab.

2. Here, you can view or download the invoice PDF to double-check details.

Step 5: Save and book the invoice

1. After making edits (e.g., adding shipping cost), click Save as open invoice.

2. The invoice will update with the new total.

3. When ready, click Book invoice.

4. Choose whether to send the invoice via email (enabled by default).

5. Confirm the recipient and review the pre-filled email content.

6. Click Book to finalize.

Step 6: Verify the invoice is booked

1. Once booked, a confirmation will appear in the top-right corner: "Invoice is booked."

2. Return to Sales → Invoices → Booked tab to view the completed invoice.