Start by clicking on the Invoices tab at the top of the page. This page will display a list of invoices already created. If you haven’t created any yet, then nothing will be displayed. Next click on Add an Invoice to the right in the Actions box. This page will display a list of loads not invoiced that are sorted by customer. Next choose the customer that you want to create an invoice for and click on create invoice. This screen will display all loads for this customer that are not invoice yet. Here you have some options. First of all you can choose one load or multiple loads to display on the invoice. If you see that you need to edit a dispatch before creating the invoice then click on the edit pencil. This will take you directly to the edit dispatch page. When you are done editing the dispatch and click to save you will be back at the create invoice page for that customer. Now click the box next to the dispatches that you are ready to invoice and click on generate invoice. This page will display the invoice. At the top of the page you have two options for printing. If you select print invoice it will print it out just like it is displayed on the screen. If you choose create PDF it will print a much nicer looking invoice. Also the PDF can be saved or emailed. Once a load has been invoiced you can no longer edit that dispatch. If however you find a mistake and need to go back to fix it you will need to delete the invoice, fix the mistake, then recreate the invoice.
Comments
9 comments
How do I delete an invoice once it is generated? I found a mistake after generating the invoice now I cannot delete it and start over.
I can not view the pdf invoice. It brings up an error screen with the following info:
Duplicate headers received from server
Is there any way to customize the invoices with our company logo?
Chris, a logo upload feature will be developed soon. Stay tuned for details.
im curious to know if i can add the consignee info on the invoice so the customer sees what job im billing for
can we mark multiple invoices paid at one time?
If so ,how?
Right now you have to mark them individually. In the future we will have a faster way to mark a large number of them paid at one time.
Is there a way to edit the invoice themplate to include interest percentage for late payment? I'd like all my invoices to include this with the hopes of expediting the payment process
Hello John,
You can click on Profile, which is located in the top black Navigation bar, then click Edit Options in the top left corner. Towards the bottom, you will see a section that says Invoice Options. Here, you can enter invoice terms, later charges, and an invoice message that will appear on the bottom of every invoice.
Also, if you ever want to include information for individual invoices, within the planned load section under pickup, you will see a section titled "customer required info". Anything entered into this section will appear on the invoice.
Hope this helps! Please feel free to give us a call at 1(800)253-9647 if you have any other questions. We are in the office Monday-Friday from 9AM-5PM eastern time. We appreciate your business! :)
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