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.

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.

Tip: Keep invoice batches small — generally under 20 shipments per batch. Invoice batches are limited to a maximum of 50 invoices.