Freight Invoice Report

The Freight Invoice Report is a system-generated printable document created using the standard action. It reflects the finalized state of a freight invoice and can be previewed or exported in multiple formats.

Report Structure

The freight invoice report consists of three vertically arranged sections.

1. Header

The header contains general invoice information, including:

  • Data from the bank account Header Content field;

  • The As agent only line, displayed when the corresponding option is enabled in the invoice;

  • Invoice date, client name, and address, sourced from the client contact card;

  • Document title:

    • FREIGHT INVOICE for standard invoices;

    • CREDIT NOTE for credit notes.

  • General invoice identifiers and reference information.

2. Body

The body represents the main content of the report and includes:

  • Core freight invoice details;

  • ‘Remarks’, displayed when the corresponding option is enabled;

  • A consolidated table containing:

    • Cargo Pack Types;

    • Additional Pack Types;

    • Miscellaneous charges with a non-zero amount.

    For additional pack types, comments and port information are also shown when available.

  • Data from the bank account ‘Footer content’ field;

  • The As agent only line, if enabled;

  • The line On behalf of [Vessel’s registered owner], displayed when the corresponding option is enabled in the invoice.

The footer is repeated on each page of the report and contains:

  • The Issued by company name and address.

When a freight invoice is moved out of Draft status using the Send F. Invoice action, the generated report is saved to the system database.

After this point, the report is no longer regenerated from the template during printing. Any subsequent changes to related data (for example, client name updates) do not affect the saved report appearance. The stored version is always used for preview and export.

Viewing the Freight Invoice Report

The freight invoice report is available directly on the Freight Invoice card under the Preview tab.

Exporting the Freight Invoice Report

The freight invoice report can be exported using the standard print workflow.

  1. A freight invoice is selected from the list of objects.

  2. The action is triggered from the top toolbar or via the

    Ctrl + P
    shortcut.

  3. In the ‘Report type’ field, the Freight Invoice Report option is selected.

  4. One of the available export formats is chosen:

    • Document Editor — Creates a draft message for sending the report by email;

    • Printer — Opens the print preview and configuration window;

    • Excel — Exports the report in Excel format;

    • Word — Exports the report in Word format.

  5. Depending on the selected format, a file explorer opens to specify the export destination.