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Settlement: In-App Generated Invoices
Settlement: In-App Generated Invoices

Shipwell allows user to create in-app generated invoices without being connected to a Financial Management System.

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Written by Shipwell TMS Support
Updated over a year ago

Shipwell allows users to create in-app generated invoices without being connected to a Financial Management System. Once an in-app generated invoice has been created then it is run through First Pass Match and the results displayed within Shipwell. This support includes:

  • In-App Generated Invoices: Users with permission can generate invoices within Shipwell for their customer on the Shipment Details page. This permission is setup by user or by company and generally expected to be used by companies to

  • Store Invoice Data: In-app generated invoices are stored within Shipwell.

  • First Pass Match: Shipwell performs First Pass Match comparing the in-app generated invoice received against what is expected and identifies identified differences. Learn more about First Pass Match here.

  • Display Invoice Data: In-app generated invoice key information is taken and displayed within the ‘Settlement Dashboard’ and within the ‘Invoices Received’ / ‘Invoices Received’ cards within the ‘Shipment Details’ page.

  • Generate Invoice PDF: An invoice PDF of the in-app generated invoice will be generated and stored in the shipment and settlement documents.

  • New Invoice Emails and Notifications: Send an email (with invoice attached) and in-app notification to in-app generated invoice recipient as long as the parties have ‘Invoice Activity’ turned on in their 'Profile & Preferences' settings.

If interested in setting up carriers to create In-App Generated Invoices or interested in generating In-App Generated Invoices for your customers, please contact your Shipwell Customer Service Representative.

In-App Generated Invoice

In order to generate an invoice within Shipwell if a user has this permission setup, the user will go to the ‘Financials’ tab on the ‘Shipment Details’ of the shipment they wish to generate an invoice for.

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Then, they will select ‘+ Create Invoice’ button. This will popup the ‘Create New Invoice’ modal. The user will then add:

  • Invoice Info (Invoice #, Due Date, Message to Customer)

  • Financials (Pre-populated with shipment financials)

  • Documents (Pre-populated with shipment documents but more can be added)

  • Remit To

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After filling out items they press ‘Send’ and it will generate the Invoice that will be stored in the shipment documents along with sending an email and in-app notification to the shipment reps for the shipment.

Sample Generated Invoice PDF

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Invoice Displayed in Settlements Dashboard

Each invoice sent will display high-level invoice information within the Settlement Dashboard on the appropriate tab.

Invoice Displayed in Shipment Details

Each invoice sent will display high-level invoice information, as available, in the ‘Invoices Received’ and ‘Invoices Sent’ cards in the ‘Financials’ tab on the ‘Shipment Details’ page.

Users can click on the ‘Docs’ icon and open the settlement documents identified for that particular invoice.

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