Which invoice types exist in Krak Stack?

Q: Where do I create a per diem or storage invoice?

From the Finance tab of the lease or trading deal, with the dedicated buttons. See Create an invoice.

Every Krak Stack invoice has two characteristics: a transaction type (Sale or Purchase) and an invoice type describing what you bill. Both drive the filters, groupings and exports of the Finance menu.

Which invoice types exist in Krak Stack?: Krak Stack screen (demo data) — Figure 1. Invoices with their totals and statuses; creating an invoice on a phone. Demo company, fictitious data.

Which invoice types exist in Krak Stack?: Krak Stack screen (demo data) (phone) — Figure 1. Invoices with their totals and statuses; creating an invoice on a phone. Demo company, fictitious data.

Steps

Open Finance in the menu.
Use the Transaction Type filter to separate sales from purchases.
Use the Invoice Type filter (or grouping by type) to show, for example, all storage invoices.
When you create an invoice, pick the Transaction Type and then the Invoice Type in the form.

Good to know

Sale: an invoice you issue to your client. It receives a Krak Stack number when issued, can be emailed, reminded and matched with a bank receipt.
Purchase: an invoice received from a supplier. You enter its number (required, unique per supplier) and upload the supplier's PDF.
Available invoice types: Pickup Charge: pickup fees linked to a lease; Trading: sale or purchase of containers in a trading deal; Per Diem: rental days billed beyond the free days; Storage: depot storage fees; Damage: repair of damage found on a container; Transport: transport costs; Miscellaneous: everything else (the default for a manual invoice).
Choosing Trading links the invoice to a trading deal; choosing Pickup Charge links it to a lease.
Storage invoices do not count in the deal closing rules; purchase invoices never block a deal from closing.

Frequently asked questions

Can I change an invoice's type after creating it?

Yes, as long as the invoice can still be edited (draft, or sale and purchase invoices that are sent or overdue). A paid or canceled invoice can no longer be edited.

Why can't I email a purchase invoice?

Only sale invoices can be emailed. A purchase invoice comes from your supplier: you attach their PDF to it.

Does a purchase invoice get a Krak Stack number?

No. It keeps your supplier's number. Krak Stack refuses a number already recorded for the same supplier.

Where do I create a per diem or storage invoice?

From the Finance tab of the lease or trading deal, with the dedicated buttons. See Create an invoice.

Are proformas an invoice type?

No. A proforma is an offer with no accounting effect, created from a trading deal. See Proformas.

Can I add my own invoice types?

No, the list of types is fixed.