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Claim Invoice or Token

Claim Invoice or Token refers to the process of generating a token for a particular sales or purchase claim within the application. This is done by accessing a specific claim in the sales or purchase claim list.

Generating a Token​

  1. Navigate to the Claim List.
  2. Select the specific Claim Number.
  3. Click on the "Generate Token" button located at the top right corner of the page.
  4. A window will appear with the Service Invoice or Token Generation menu.

Token Display and Export Options​

The system provides multiple options for displaying the Service Token or Invoice, such as:

  • XML Format
  • Preview Format
  • Print Format
  • Email Sharing
  • Download Options: PDF, DOC, HTML, XLS

Filter and Report Customization​

Users can customize the claim report using the Filter section, which includes:

  • Selecting the details to display in the Service Token
  • Choosing a Report Header and Outline
  • Viewing a Sample Preview of the header layout
  • Configuring Page Setup and Signature Options

Preview and Final Generation​

Once all options are configured, clicking on the Preview button will generate a Service Token, allowing users to review and finalize the document.

This system ensures a structured and efficient approach to claim token and invoice generation, making the process seamless and customizable.