# How to create an invoice?

Module: CORE Platform
Module slug: core-platform
Source URL: https://helpcentre.shipsy.io/en-US/shipsy/article/7yh9jaIP-how-to-create-an-invoice
Article ID: 7yh9jaIP
Breadcrumbs: CORE Platform > Setup Section > Rate Masters > How to create an invoice?

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* In the V2 dashboard, click on **Hub Operations → Invoices**

In the dashboard :

* Click on the Hamburger Menu → Setup → Rate Masters → Invoices
* Or click on the Hamburger Menu → Hub Operations → Invoices![image.png](/kb-images/how-to-create-an-invoice--7yh9jaip/img_001_229829ae60.png)![image.png](/kb-images/how-to-create-an-invoice--7yh9jaip/img_002_615142dc1d.png)
* Select the `Customer Name(1)` and click on **Download Log** to download the customer’s logs.
* Select the `Customer Name(1)`, `Date Filter/Range(2)`, `Service Type(3)`, and the `Status of Consignment(4)` for which the Invoice is to be generated.![image.png](/kb-images/how-to-create-an-invoice--7yh9jaip/img_003_353ec846de.png)
* Click on the `Download Icon(5)`to create an invoice generation request.![image.png](/kb-images/how-to-create-an-invoice--7yh9jaip/img_004_21552da6f5.png)
* A new row with the invoice details comes on the dashboard.
* Click on the kebab menu under the `Actions` Column after the `Status` changes from **Pending** → **Completed**, and select from the followingoptions:

  * Download Excel - To download the invoice in form of an Excel sheet with details of all consignments.
  * Download PDF - To download the invoice in form of a PDF with an overall detail of billing.
  * Send Invoice - To send the invoice it to the customer.
* Upon clicking the above options, the file is downloaded, and you have your invoice ready.