Login to Shipwell Shipwell - Join the shipping evolution®

On the Shipment Dashboard page click on the Shipment ID that you are seeking to update and this will take you to the Shipment Details page for the shipment

On the Shipment Details page select the ‘Financials’ tab to go to where the shipment financials are located

Below the ‘Customer’ card select ‘+ Create Invoice’ or ‘Create Invoice’ within the ‘Invoices Sent’ card.

The carrier generated invoice submission form will be open. Make sure to fill out desired information. One important piece of information to include is the Invoice # so that you can have a common reference with you customer of payment being sought. Note that you may not reuse the same Invoice # on the same shipment with the same customer. The existing financial line items of the shipment will be automatically checked but if you have an additional charge you can select ‘+ Add Line Item’.

In this example you had to hire a lumper and ned to do a charge back.

The next item in generating the invoice is ensuring you have the appropriate documents uploaded. There will be a line indicator that will indicate which documents are required for this customer for the type of shipment being invoiced. In this case it indicates a ‘POD’ is required and it is grey since there is no ‘POD’ attached yet. Select ‘Add Document’ and you can upload your ‘POD’.

You will be asked to upload a document and identify the ‘Document Type’ and provide a ‘Document Description’. Once you have done this then select ‘Upload’.

Now the ‘POD’ required document has been satisfied.

Now you can optionally enter the ‘Remit To Info'. If you use a factor then this is where you would enter this information. You are done at this point and press ‘Send’ when you are satisfied.

At this point a notification (email and within Shipwell) are sent to your customer letting them know that an invoice has been received.

Now in the ‘Invoices Sent’ card you will see it includes the invoices you just sent. One additional thing you see highlighted below is that there is a new ‘Accessorials’ charge line item within the financials card since when you created the invoice there was an additional financial line item that was created. This line item is in red and will stay that way until your customer approves this additional charge line item within Shipwell.

This ‘Invoices Sent’ card will display common areas of mistake that you might seek to resolve prior to your customer following up with you. Namely, if there is a financial variance, missing documents, or shipment was not marked as delivered. These are a few of the checks that trigger alerts to your customer for additional review.

The earlier that you resolve differences or provide your customer an explanation and supporting documents/information around the variance the more quickly that you will likely get paid. Follow the communication process indicated by your customer. One often used communication process is the in-app shipment messaging to help provide context on why a difference may have arisen.

If you mistakenly sent this invoice with missing or incorrect information then you can ‘Cancel’/'Void' it by selecting the ‘Reviewing’ pill and selecting ‘Cancelled’. Note once an invoice has been ‘Scheduled’ or ‘Paid’ by your customer then this option is not available.

If you need to review the documents attached to the invoice select the clipboard ‘Docs’ icon and a ‘Settlement Documents’ window will open with the documents that were attached to this invoice. You can see a pdf ‘Invoice’ was generated based on the in-app carrier generated invoice form you filled out.