How to Create an Invoice in CocoonOPS

How to Create an Invoice in CocoonOPS

This guide explains how to create, issue, and send an invoice from a consignment in CocoonOPS.

Before creating an invoice, make sure you have added both the costs and revenue to the consignment on the Rates tab.

Creating Invoices

 Only users with the Finance, Finance Manager or System Admin role are able to create invoices

When you are ready to raise the invoice, go to the Revenue section within the Rates tab. 

To do this:
  • Check the checkboxes next to the rates that you want to include on the invoice (or use the box at the top of the column to select all)
  • Click the button
  • Select the  button

All of the selected revenue is then attached to the invoice, the invoice document is created and attached to the consignment and you will be taken to the invoice preview in the finance module.

Creating Credit Notes

Credit notes are treated as invoices in the system.

They are created the same way an invoice is created.

When you create an invoice, in the total value of the invoice has a negative value, a credit note is created instead of a sales invoice.

Exporting Rates

You can export both cost and revenue rates to a spreadsheet file.

You can do this by clicking on the  button.

This will export all rates attached to the consignment.

 This is only available when you have rates that are finalised in the ACTUAL state

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