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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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.
Approving an invoice - advanced features
When approving an invoice you can choose to change the invoice posting date. Click Change and set the new date.
If you wish to approve an invoice without sending the invoice documents to your customer/supplier or financials system then uncheck the Send invoices... option before selecting Approve.
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).
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