Invoice Management

This function page allows the administrator user to upload the billing data, review the invoice generated by the carrier account and download the invoice data. Administrators can keep track of all payments and amounts owed in one platform. To add new carrier account for invoice list, please see the article "Invoice Setup".

Function:

• Display Field Explanation 
• Upload Billing Data
• Search Invoice
• Apply Filters
• Download Single Invoice 
• Export Current Display View
• Review Invoice Details (Account)
• Review Invoice Details (Tracking Number)

Display Field Explanation 

• Carrier
  • Carrier that generated the invoice
• Invoice No
  
  • Invoice Number
• Invoice Date
  • Invoice Generated Date
• Account No.
  • The account number of the invoice 
• Amount
  • Invoice Total Amount
• Entered By
  • Entered by an admin user or system 
• Match %
  • This feature helps the admin to know the match % of shipments between the invoice and the system
  • For example, there are 100 shipments in the invoice, but there are only 90 shipments in the system, the match % will be 90%
• Status (Reconciliation Status) 
  • Complete
    • Shows complete details including invoice info and charges summary
  • Pending
    • The invoice details generated in progress

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Upload Billing Data

Admin user can track their billing data in this platform by using "Upload"

 Search Path: Invoice - Invoice List - Upload

Click "Upload"

Select the carrier and click "Add File" to upload Billing Data (Please see the below notes)

Notes:

For UPS Billing Data, please upload the Original Billing Data (250 data elements)

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Search Invoice

Search Path: Invoice - Invoice List - [Search Field]

Input the invoice number in the search field to search 

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Apply Filters

Search Path: Invoice - Invoice List - Filters

Select the desired filters from the available options (Please see the below notes)

Notes:

The available filters

• Carrier
• Invoice Date
• Account No.
• Amount
• Match

Apply Filters

Remove Filters

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Download a Single Invoice

This function allows Admin to download the invoice info (Including all the shipments in the invoice)

Search Path: Invoice - Invoice List - Single Invoice - Download

Click "Download" of the selected invoice

Or click the invoice number

Click "Download" to download the invoice 

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Export Current Display View

This function only exports the current display view (Not including the invoice details ). To download single invoice info, please see "Download Single Invoice"

Search Path: Invoice - Invoice List - Export 

Click "Export"

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Review Invoice Details (Account)

Search Path: Invoice - Invoice List - Invoice No.

Click the invoice number

Review the Invoice info, charge summary and adjustment & other charges of the selected account

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Review Invoice Details (Tracking Number)

Search Path: Invoice - Invoice Detail - Tracking Number

Click "Invoice Detail" 

Click the "Tracking Number" 

Review the individual invoice details 

Users can also review the invoice detail from the accounts, the shipment count and shipment match, etc on the invoice detail page 

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