Process Invoices
Navigation: Rate & Pay → Process Invoices/Memos
Click here for information on how to use a data entry window.
Process Invoices is used to create and send batches of invoices through the system.
Note: A batch can be reversed as long as it has not already been transferred to your accounting system.
Invoice batch screen
Field | Description |
Batch Id | Automatically generated by the system when a new batch is created. You can type an existing Batch ID into this field to open a previously created batch. |
Posted | Checked if this batch has been posted. |
Bill By | Select the company to bill from. Defaults to the company set on the Rate & Pay Setup Options page. |
Customer | Select a specific customer ID to limit the batch to invoices for that customer only. |
Date | The date entered here will appear on the invoice as the Invoice Date. |
Creating a New Invoice Batch
Click New Batch, then save to generate a new batch number.
Click Add Shipment to view a list of all completed shipments that are ready to invoice. Select the shipments you want to add to this batch.
When selecting shipments, confirm that the POD box is checked to verify Proof of Delivery has been received. Use the pencil icon next to a shipment number to make any edits before adding it to the batch.
Use the Shipment, Customer, and Driver filter fields above the shipment list to narrow down the results before adding them to the batch.
Once shipments are in the batch, check the boxes next to any invoices you need to print and mail manually.
When the batch is ready, click Post to send the invoices and mark the batch as posted.
Invoice batch with shipments
Tip: Keep invoice batches small — generally under 20 shipments per batch. Invoice batches are limited to a maximum of 50 invoices.