Shipwell In-App Uploaded Invoice capability supports extracting Invoice information and running it through First Pass Match when a company or carrier uploads an invoice as a document (e.g. PDF, PNG, JPG). These uploaded invoices can be via Shipwell’s web. interface, mobile application, or via API.
Once an Invoice has been received then the information is generally processed, run through First Pass Match, and the results displayed within Shipwell in under 30 seconds. Uploaded Invoice information extracted includes when available:
Invoice #
Invoiced Total
Carrier Name
Carrier Due Date
The ‘In-App Uploaded Invoice’ capability must be turned on for customers and the carriers they wish to use it.
Customers can also share the 'Carrier-How-To: In-App Uploaded Invoice' knowledge article with their carriers -- it contains a 3-minute carrier-centric perspective of in-app uploaded invoices.
In-App Uploaded Invoice Walkthrough
Either the customer or the carrier can upload an invoice (PDF, PNG, JPG) on a shipment.
This is done by going to the shipment documents in the web-app or mobile and uploading an ‘Invoice’. Demonstrated below is leveraging the web application to do this.
Once this occurs, and ‘In-App Uploaded Invoice’ functionality has been activated, then the invoice will be processed. The resulting information extraction after being run through First Pass Match is displayed both in the ‘Invoices Received’ card and the ‘Settlement Dashboard’ for invoice recipients. This information will also be displayed within the ‘Invoices Sent’ card for the carrier.
The resulting invoice would be processed according to exception review and payment process.
Feature Awareness:
Uploaded Invoices leverages machine learning to extract information from Invoices. Shipwell believes that it does so with significant accuracy, but like any technology it is not perfect and there is the possibility of mistakes.