This article covers viewing invoices via the ‘Settlement Cards’ under the ‘Financials’ tab within ‘Shipment Details’ within Shipwell. The 'Settlement Cards' conveniently allow you to identify all the invoices you sent or received for an individual shipment in one place.
Invoice Received / Sent Card
Each invoice sent will display available information in the ‘Invoices Received’ and ‘Invoices Sent’ cards in the ‘Financials’ tab on the ‘Shipment Details’ page. The party sending the invoice will see the invoice in ‘Invoices Sent’, while the party receiving the invoice will see the invoice in ‘Invoices Received’.
Each invoice that is sent will undergo First Pass Match within Shipwell and this identifies exceptions between what is being invoiced and what is expected. Learn more via the Invoice First Pass Match page.
The following fields are displayed for each invoice as information available:
Invoice #: This represents the Invoice # provided by the carrier. If you hover over ‘Invoice #’ it will display the source of the invoice (e.g. EDI 210).
Exception Icon: The exception icon is populated to the left of the ‘Invoice #’ in the same column if one or more exceptions are generated in FPM. If you hover over this icon it will display the exceptions that are present. The Exception Icon is only displayed in the ‘Invoices Received’ card.
Status: This represents the invoice status and more detail about this is in the FPM Invoice Status section below. If you hover over ‘Status’ it will indicate the last date it was updated.
Costs - Invoiced: This represents the amount that was included in the invoice as the amount due by the party submitting the invoice.
Costs - Expected: This represents the Shipment’s Total amount for the stage being invoiced.
Costs - Difference: This represents the difference between Invoiced minus Expected. There is a percentage pill that will also indicate the percentage difference if there is a difference.
Docs: The ‘Docs’ icon can be selected to access the documents that were identified as being related to the invoice. Each invoice submitted may have different documents. There will always be at least one document being at least the invoice document itself.
Missing Doc(s): This represents documents indicated as mandatory by the customer for the respective mode for First Pass Match. Initially this is simply POD per the FPM Exceptions Supported section above.
Dates - Delivered: This represents the date the last shipment stop was marked as delivered. If a shipment has not been delivered this field will be blank and the text in the area will be highlighted in orange.
Dates - Received: This represents the date the invoice was received.
Dates - Due: This represents the date the invoice was marked as due by the carrier.
View Settlement Documents
Settlement documents are the specific documents identified as related to a particular invoice. These documents are not able to be deleted and remain tied to the invoice submitted.
You can access an invoice's settlement documents by selecting the clipboard icon in the ‘Docs’ column. A modal will appear with the documents identified. The first document displayed is the ‘Invoice’ document itself.
Related Pages
Invoice sent methods supported:
inbound EDI 210, and
Support for additional invoice submission methods will be coming in Q1 2023.
Invoices received undergo First Pass Match