Creating an invoice

Audience	Logistics provider
Task	Invoicing
Application	eCargo Web

In eCargo Web, logistics providers can generate and send invoices to their customers and suppliers.

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Skip ahead to 

• Creating an invoice
• Approving or voiding an invoice
• Exporting an invoice
• Having issues?

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Creating an invoice

To create invoices, you will first need to have your freight rates set up.

Once a freight job has been completed, it can be invoiced from eCargo Web.

Invoice dashboard

In Invoice Dashboard under Invoicing, you can see jobs that have been completed and need invoices created for them.

Click on the section you want to invoice for and see customers or suppliers that are Ready To Be Invoiced.

Check the box next to the relevant supplier or customer, and Create Invoice for all their jobs that are ready to be invoiced. Alternately, you can click the supplier or customer to see more details and create invoices for individual jobs.

Once the invoice has been created, a PDF/CSV invoice (depending on the file formats set up for the customer) is generated for you to approve.

Approving or voiding an invoice

Invoice summary

In Invoice summary under Invoicing, you can see invoices that have been created. Go to the Awaiting Approval tab to see invoices that are waiting for you to approve them.

Use the checkboxes to select the relevant invoice/s and Approve or Void them.

Approving an invoice

Approve will mark the invoice as approved and email it to the customer (depending on the file formats set up in the customer's settings in My Customers or My Business).

The invoice is moved to the Approved tab, where you can then mark it as paid to move it to the Paid tab.

Voiding an invoice

Void will return the job back to the Ready to be invoiced status.

Exporting an invoice

You can export invoices by using Download as, and selecting a file format (this depends on the file formats set up in the customer's settings in My Customers or My Business).

Invoices can be PDFs or CSVs (comma separated values).

 

Having issues?

These articles might help:

• Why aren't customers receiving invoices?
• Crediting and reissuing an invoice

 

Invoicing to a different business >