Invoicing Settings

Update on Invoicing Workflows (1).mp4

What's New:

1. Management Page Updates:
   • New Invoicing Settings: These settings will now act as the default for all customers in a specific Subsidiary unless you have custom settings in place. This should be the primary place for updating Invoicing Settings.

• Advanced Invoicing Settings:

  • Delivery Methods: More flexibility in how you send invoices to your customers. In one click, we fulfill all delivery methods!You may now select multiple delivery methods for your invoices.
  • Invoice Update Modes: Choose between Amendment (default) and the new Supplemental mode.
  • Invoice Type: Select Individual (default) or the upcoming Summary type.
  • Document Required for Release: Remains as is for your convenience.
  • AutoMerge Feature: Decide which documents to include in a Merged Invoice file. Note: Errors may occur if selected documents are missing.

  Updates to Invoicing Workflow 1.mp4

1. Company Page Update:

• Multiple Invoicing Email Addresses: You can now add several email addresses for invoicing to send the invoice to.

• Account Manager Email: A new field under Invoicing Info to allow for an internal account manager’s email

Invoicing Settings:

• Invoicing settings on the Customer now default to use those you set on your company’s Management Page.

• In addition, you can override settings on the Customer Profile per Subsidiary

1. Load Delivery Page Updates:

• Reason Not Complete & Reason Not Invoiced: Now both visible on the Load Details Page
  • Reason Not Complete: This is the automated calculation based on your Company and Customer Invoicing Settings
  • Reason Not Invoiced: Think of this as a “Hold Reason” or similar method for blocking from allowing Invoice generation. This field is set manually, and must be cleared to allow invoicing to proceed.

1. New Invoicing Buttons:
   • Generate, Regenerate, Submit, and Resubmit Invoice: Streamlining your submission process by using more explicit naming. Also introducing the one-click Invoice Submission logic, which works even with EDI and Factoring delivery methods.