𝓟𝓻𝓮𝓹𝓪𝓻𝓲𝓷𝓰 𝓘𝓷𝓿𝓸𝓲𝓬𝓮

After the import/export sales and client have negotiated. I will now issue an invoice following approval of the quotation.

𝓘𝓷𝓿𝓸𝓲𝓬𝓮 𝓔𝓷𝓽𝓻𝔂

I will now make entries for invoices on accounting system in preparation for upcoming reports.

You will also see here the same details included in the invoice plus OR/AR reference once paid.

𝓞𝓯𝓯𝓲𝓬𝓲𝓪𝓵 & 𝓐𝓬𝓴𝓷𝓸𝔀𝓵𝓮𝓭𝓰𝓮𝓶𝓮𝓷𝓽 𝓡𝓮𝓬𝓮𝓲𝓹𝓽 𝓔𝓷𝓽𝓻𝔂

Once paid, our finance will issue OR/AR and I will make also entries on accounting system for future reports.

𝓖𝓪𝓽𝓱𝓮𝓻 𝓡𝓮𝓬𝓮𝓲𝓿𝓪𝓫𝓵𝓮𝓼 𝓓𝓪𝓽𝓪

Following the billing of clients, I compile and condense any pertinent information for oversight. Taking into account the shipment's arrival and departure (export and import), which are significant for their invoice due dates. I also possess each client's credit limit and terms, which serve as their boundaries for paying off past due amounts. This is an example of it:

𝓢𝓾𝓶𝓶𝓪𝓻𝔂 𝓸𝓯 𝓽𝓱𝓮 𝓡𝓮𝓬𝓮𝓲𝓿𝓪𝓫𝓵𝓮𝓼

I provide my clients' names in alphabetical order along with the total amount and age of their credits to create a more readable version of the past due sums. This method makes it simpler to identify which clients require further attention. Please view the image below: