Shipping details not available for e-invoice

Invoice Raising – Bill & Ship Details Validation

1. Overview

In the StaffingGo application, users can group invoice details based on different grouping mechanisms while raising an invoice. Based on the selected grouping level, the application allows users to generate separate invoices.

Available Grouping Levels:

• Client Level 
• Branch Level 
• PO Level 
• Cost Center Wise 
• Employee Wise 
• Working Location Wise 

If the application displays an error indicating that Bill & Ship Details are missing, users must validate and update the required details based on the selected grouping level.

2. Purpose

This manual provides guidance on:

• Identifying the grouping level selected while raising an invoice. 
• Navigating to the respective module based on the grouping level. 
• Verifying the availability of Bill & Ship Details. 
• Updating missing details. 
• Successfully generating invoices after completing the required configuration. 

3. Grouping-Level Validation

Before raising an invoice, identify the grouping level selected for invoice generation.

Navigate to the respective module or configuration based on the selected grouping mechanism.

Important: Bill & Ship Details must be available and correctly configured at the applicable grouping level to avoid validation errors during invoice generation.

4. Client-Level Validation

If the invoice is grouped at the Client Level, follow the steps below.

Step 1: Navigate to the Client Module

Navigate to the Client module in the StaffingGo application.

Step 2: Select the Client

Select the specific client for which the invoice is being raised.

Step 3: Click on Edit

Click the Edit button to open and view the client details.

Step 4: Verify Bill & Ship Details

Review the client details and verify whether the required Bill & Ship Details are available and correctly configured.

Reference: The attached screenshots provide guidance on client-level navigation and configuration.

Update Missing Bill & Ship Details

If Bill & Ship Details are missing at the applicable grouping level:

1. Open the respective Client / Branch / PO / Cost Center / Employee / Working Location details. 
2. Click the Edit button. 
3. Update the required Bill & Ship Details. 
4. Save the updated information. 
5. Return to the invoice-raising screen. 
6. Proceed with invoice generation using the selected grouping mechanism. 

 Important Validation

Bill & Ship Details must be validated according to the grouping level selected during invoice generation.

Examples:

• Client Grouping: Validate Client-level Bill & Ship Details. 
• Branch Grouping: Validate Branch-level Bill & Ship Details. 
• PO Grouping: Validate PO-level Bill & Ship Details. 
• Cost Center Grouping: Validate the applicable Cost Center configuration. 
• Employee Grouping: Validate the applicable Employee details. 
• Working Location Grouping: Validate the applicable Working Location configuration. 

If the required details are missing at the applicable grouping level, the application may display a validation error while raising the E invoice.

Note

The attached screenshots provide a reference for Client-level navigation. The same validation approach should be followed for the applicable grouping level, including Branch, PO, Cost Center, Employee, or Working Location.

Please ensure that Bill & Ship Details are validated and configured at the applicable grouping level before proceeding with invoice generation