> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.julesai.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# I can record Letter of credit (LC) details and link it to a shipment


${youtube}[Recording and Managing Letters of Credit (LC)](cVnPJBdRYSI)


This tutorial guides through the process of recording a Letter of Credit (LC) in Jules and linking it to a shipment.

**Recording a Letter of Credit**

**Step 1:** Click on **Add a Sale**. (You can follow the same for Purchase)

![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/26b6a8ce-5a19-470f-9def-8d78e2ee47f7/27857909-b679-4cd0-a7c7-535d86c75085/images/62f35436-924d-427a-ab5b-e49cbae14d36.png)

**Step 2:** Fill in the necessary information.

![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/26b6a8ce-5a19-470f-9def-8d78e2ee47f7/27857909-b679-4cd0-a7c7-535d86c75085/images/8e6c81b9-9c7a-4794-a2ed-ccd10dbec45f.png)

**Step 3:** Navigate to the **Letter of Credit** field and click on **Add new**.

![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/26b6a8ce-5a19-470f-9def-8d78e2ee47f7/27857909-b679-4cd0-a7c7-535d86c75085/images/a98e7606-a591-4a04-8f87-7dd4da767b8a.gif)

**Step 4:** Select LC type, update LC status, record LC number, and more.

![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/26b6a8ce-5a19-470f-9def-8d78e2ee47f7/27857909-b679-4cd0-a7c7-535d86c75085/images/d30b6c6c-439c-417c-a2b9-10a03c824fc2.gif)

**Step 5:** Choose your issuing bank, confirming and advising banks.

![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/26b6a8ce-5a19-470f-9def-8d78e2ee47f7/27857909-b679-4cd0-a7c7-535d86c75085/images/36646931-eca9-49cf-ae18-ab046183353a.png)

**Step 6:** Update or add a new bank. Click on **Add New**, fill in the bank name, account information, and address, then click on **Save**.

![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/26b6a8ce-5a19-470f-9def-8d78e2ee47f7/27857909-b679-4cd0-a7c7-535d86c75085/images/52e2477f-b62a-4792-a030-a147d4c1c4b8.gif)

**Step 7:** After recording all the details, click on **Save**.

![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/26b6a8ce-5a19-470f-9def-8d78e2ee47f7/27857909-b679-4cd0-a7c7-535d86c75085/images/ede8686b-c21b-4fa5-a4f7-aa55d87c8f6f.png)

**Step 8:** Complete the rest of the information for your sale and record your sale.

![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/26b6a8ce-5a19-470f-9def-8d78e2ee47f7/27857909-b679-4cd0-a7c7-535d86c75085/images/3556951f-e122-46e7-bc5e-1aff6871688f.png)

**Linking the LC to a Shipment**

**Step 1:** Access your **Shipments** page.

![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/26b6a8ce-5a19-470f-9def-8d78e2ee47f7/27857909-b679-4cd0-a7c7-535d86c75085/images/9344d71a-44af-47c4-a6a6-0454b5873236.png)

**Step 2:** Click on the shipment row to open it.

![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/26b6a8ce-5a19-470f-9def-8d78e2ee47f7/27857909-b679-4cd0-a7c7-535d86c75085/images/2d09b52b-6974-4682-acd5-e7c363421cce.png)

**Step 3:** Click on the pencil icon for your shipping information.

![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/26b6a8ce-5a19-470f-9def-8d78e2ee47f7/27857909-b679-4cd0-a7c7-535d86c75085/images/f9df7b29-6cfc-406f-92e4-e8c25be88938.png)

**Step 4:** Select the LC from the list and click on **Save**.

![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/26b6a8ce-5a19-470f-9def-8d78e2ee47f7/27857909-b679-4cd0-a7c7-535d86c75085/images/f3f0adb4-278d-4c93-82ba-83ff5937f5ec.gif)

**Step 5:** Your LC is now linked to the shipment.

![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/26b6a8ce-5a19-470f-9def-8d78e2ee47f7/27857909-b679-4cd0-a7c7-535d86c75085/images/802c0df0-7d48-4188-9a2a-84c8c82b0ca9.png)