What Does "Ready for Invoicing" Mean?
After a load has been marked as delivered, you have the option to mark the order as "Ready for Invoicing." This status is used to signal that all necessary information has been reviewed and all required attachments have been uploaded, indicating that the order is ready for the attention of the bookkeeping /accounting team.
How to Mark an Order as "Ready for Invoicing"
Access the Order Details Overlay
After an order has been delivered, open the order details overlay, which is the half-page screen that appears when you click on an order
Click "Ready for Invoicing"
In the order details overlay, you will see a button labeled Ready for Invoicing (this button will only be visible if the order has been delivered)
Once clicked, users will be able to filter for an orders that have the Ready for Invoicing status using the Invoice status filter
Suggested Workflow for Utilizing "Ready for Invoicing"
While every carrier may have their own operational procedures, here is a suggested way to utilize this feature to differentiate responsibilities between the dispatch and bookkeeping teams:
For the Dispatch Team
Ensure all details are correct and all necessary attachments are uploaded after an order is delivered
Click the Ready for Invoicing button, as this will be the primary status the bookkeeping or accounting team will look out for to know which order(s) are ready for their attention
For the Bookkeeping or Accounting Team
Navigate to the Orders Tab
Go to the Orders tab from the side navigation menu
Apply the "Ready for Invoicing" Filter
In the orders table, select the Invoice Status filter
Check the Ready for Invoicing status
View and Invoice Orders
The table will now display all orders marked as ready for invoicing
Use this filtered list as your to-do list for invoicing