Creating an Invoice

You have two options to create an invoice:

1.  The “Form” Tab:
   1. Go into the "load form" 
   2. Click the blue “Form" tab
   3. Scroll to the bottom and click the Green "Create Invoice" button

2.  The "Load Accounts" Tab:

         1. Click the teal "Load Accounts" tab

         2. Open the "Revenue" drop-down menu

         3. Click the Green "Create Invoice" button

The invoice will generate as a PDF pop-up.

Viewing and Managing Invoices

• You can also find the invoice in the "Documents tab" on the load.
• To manage an invoice:
  1. Select the "checkbox" next to the invoice.
  2. Click the Green "Actions" button on the right.
  3. Choose from the available options: Download, View, Fax, or Email the invoice directly from MYSTC.