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# I can generate a commercial invoice from containers

**Date:** January 20, 2023

**Author:** Jean-Philippe Boul

**Source:** [Tango](https://app.tango.us/app/workflow/8f37d0e6-9bbb-49c5-8e44-f9238f34f59a?utm_source=magicCopy&utm_medium=magicCopy&utm_campaign=workflow%20export%20links)

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### 1. [Go to Jules AI](https://demo.haroldwaste.com/sale/manage/3630)

  

### 2. After having entered the loading or delivery information, click on the arrow and select "Save & Add invoicing info"

  

![](https://storage.crisp.chat/users/helpdesk/website/f49ca76967937800/0e98c90e-0bb7-4c77-b340-483f25_1951fyy.png)

  

### 3. In the invoicing information, you can change the values of the elements you will invoice (name, weight, price) and then click on "Save"

  

![](https://storage.crisp.chat/users/helpdesk/website/2636e0f456cb0c0/bf57ca28-ab59-4386-843a-9fe046_6ppxjm.png)

  

### 4. After having done this, select the containers for which you want to generate an invoice

  

![](https://storage.crisp.chat/users/helpdesk/website/7fcc4ebac903f400/7c115eba-d5c1-48b2-bd06-95bd88_i91fdh.png)

  

### 5. Click on "Invoice/Report"

  

![](https://storage.crisp.chat/users/helpdesk/website/6d072dc27101e000/a7535608-9022-4e24-8d88-924d36_festwa.png)

  

### 6. Click on "Create customer invoice"

  

![](https://storage.crisp.chat/users/helpdesk/website/b6b91ce0001a6000/f5adc262-aa09-425b-a2af-cfa9ba_ozrqnl.png)

  

### 7. If there is already an existing invoice attached (ex: a pro forma invoice) you can select it. Hence you can discard it and click on "Create invoice"

  

![](https://storage.crisp.chat/users/helpdesk/website/802564b8421c380/7a564643-ca7a-4a80-b713-846740_vlhflr.png)

  

### 8. After having selected the existing invoice, you can tick the box "Generate a new invoice or not.

  

**If you generate a new invoice**, we will by default apply (with a negative value) any payment already attached to the existing invoice.  
**If you don't generate a new invoice**, we keep editing the existing invoice (we display the elements of the initial invoice and the elements of the containers selected)

  

![](https://storage.crisp.chat/users/helpdesk/website/85938cb4e5839000/b9b2b769-6169-425d-8700-f14508_q8l5nr.png)

  

### 9. In case you have a payment applied to the initial invoice, you will see the new line like this

  

![](https://s3-eu-central-1.amazonaws.com/euc-cdn.freshdesk.com/data/helpdesk/attachments/production/101057643703/original/W9GwnFcNE6h-JxYEBnn-BASXps5tQdYb6w.png?1674223914)

  

### 10. Once your invoice is ready, click on "Mark as complete" (or "Save as draft" if you want to make further changes)

  

![](https://s3-eu-central-1.amazonaws.com/euc-cdn.freshdesk.com/data/helpdesk/attachments/production/101057643702/original/MRe4F_z0hZ0Yljz9G24CuIs2ymKtYq1g_g.png?1674223914)