A booking is missing from the list of lines. Why?

Either it belongs to a different Paying Customer, it is already on another invoice, or it has no amount yet. Open the booking and check the Paying Customer and Add Amounts.

Can I change the invoice number?

Yes, the Invoice No. field is editable, but keep the series continuous. Set the prefix and Start Index under Settings › Invoice Settings instead of editing numbers one by one.

How do I bill something that is not a booking?

Create a booking for it, enter the amount under Add Amounts and add that booking to the invoice. See the page on invoices without bookings.

Docs · Invoices · How-to

Create a customer invoice from bookings

You will have a numbered customer invoice with one line per booking, tax applied, the bookings marked Invoice Created and the amount showing on the customer’s balance.

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Invoices › Customer Invoice is where you bill a customer for the trips you carried. The invoice does not have free-text lines: you pick the customer, then add their bookings and each booking becomes a line with its Amount (Excluding Tax).

Raise one invoice per customer per billing cycle, whether that is per trip, per week or per month. Bookings already on an invoice do not appear again.

Before You Start

The customer exists under Customers, with the TRN (tax registration) and RCM Applicable set if reverse charge applies to them.
The bookings you want to bill have their freight and adjustments entered under Add Amounts, so the line amounts are not zero.
The tax rates you need exist under Settings › Tax Rates, and the prefix and start number are set under Settings › Invoice Settings for the Invoice voucher type.

Steps

Open Invoices › Customer Invoice and click Add.
Pick the Customer Name. The Invoice No. fills in from the Invoice Settings series; change it only if your numbering demands it.
Set the Invoice Date and the Due Date. Age Days and the aging report count from the Invoice Date; the Due Date is what the overdue notification uses.
Enter a Reference no if the customer gave you a purchase order or work order number.
Choose the Tax Rate and tick Apply RCM if the customer pays the tax under reverse charge. With RCM on, the tax is shown but not added to Amount to Receive.
Add the bookings as line items. Only this customer’s unbilled bookings are offered. Each line shows the booking and its Amount (Excluding Tax); check the amount against the booking before you continue.
Fill any custom field your company added, such as a goods or service code, and type Notes that should print on the invoice.
Check Invoice Amount and Amount to Receive, then Save.

Fields On This Screen

Field	What to enter	Required
Customer Name	The customer being billed	Yes
Invoice No.	Auto from Invoice Settings (prefix inv by default); editable	Yes
Invoice Date	Date on the invoice; Age Days count from here	Yes
Due Date	When payment is expected; drives overdue status	No
Reference no	Customer PO, work order or contract reference	No
Tax Rate	A rate from Settings › Tax Rates, such as a GST or VAT slab	Yes
Apply RCM	Tick when the customer pays the tax under reverse charge	No
Notes	Text printed on the invoice	No
Custom field	Any field your company added, for example a goods or service code	As configured
Line items	One booking per line with Amount (Excluding Tax)	At least one
Invoice Amount / Amount to Receive	Totals before and after tax, calculated	Calculated

What This Changes

Each booking on the invoice moves from Pending Invoice to Invoice Created on the bookings list, and the booking view shows the invoice under Invoice Info.
The customer’s Current Balance and Amount to Receive go up by the invoice total; the Account Receivables ledger gets the entry.
The invoice appears on the Customer Invoice list as Unpaid with Age Days starting at zero, and in the Customer Invoice Aging Report.
The dashboard’s Total Invoices tile and Pending Payments: To Receive include it.
If an overdue notification is switched on under Settings › Notification Settings, it is sent after the Due Date passes.

Tips

Bill every booking in the period at once: filter the bookings list by status Pending Invoice first so nothing is left behind.
If the customer wants one line per container or per trip leg, make each of those its own booking; the invoice shows one line per booking.
Record the money on Payments › Customer Payments, not on the invoice. The Payment Status updates from the allocation.

Frequently asked questions

Need Help?

Chat with the NShine ERP support team on WhatsApp at +91 79950 87755, or ask from inside the app. Last checked 9 November 2026 against app.nshineerp.com.