Key Features
1. Invoicing Settings
Invoicing configurations are primarily managed on the Management Page, with options to customize them at the Customer Profile level.
Global Defaults: Invoicing settings on the Management Page act as the default for all customers in a specific subsidiary, unless overridden at the customer level.
Customizable by Customer: Override settings for individual customers at the subsidiary level to tailor their invoicing experience.
2. Delivery Methods
Specify how invoices will be delivered to your clients. You can choose one or more options:
EDI: Electronic Data Interchange for automated transfers.
Email: Send invoices directly to clients via email (invoices will be sent to the invoicing email(s) specified in each customer's profile)
Factoring Company: Route invoices through a factoring company for processing.
Online System: Submit invoices to an online platform.
Originals: Deliver printed invoice originals.
3. Document Requirements
The system allows you to configure mandatory documents that must be collected at specific stages of the load lifecycle. This ensures compliance with your workflow and eliminates the risk of moving loads forward without necessary documentation.
How It Works
Document Selection: Choose from a predefined list of documents (e.g., Invoice, Proof of Delivery, Customer Rate Confirmation, Receipt, Scale Ticket) based on your operational needs. You can check off all required documents applicable to a particular workflow.
Load Actions: Assign these requirements to specific load actions:
Released: Ensures that required documents are submitted before a load can be marked as Released.
Invoiced: Specifies which documents must be present for a load to move into the Invoiced status.
4. Invoice Type
Select whether invoices should be issued individually or combined into a summary:
Individual: Each load generates its own invoice.
Summary: Multiple loads are combined into a single invoice summary.
5. AutoMerge
Enable the AutoMerge option to automatically combine specified documents into a single file for streamlined handling. You can select which documents are included.
💡If you are using Factoring Company as a delivery method, enabling AutoMerge is mandatory
⚠️Important:
If an invoice has already been generated for a load and you need to update the invoicing settings (such as the delivery method, invoicing email, etc.), you'll need to revert the load to the 'Released' status and regenerate the invoice. Without this step, the updated settings will not take effect. If you need assistance with reverting the status to 'Released,' feel free to contact support for help.