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Invoicing Enhancements ver. 2.0 [, 5 min. read]

What’s New:

1
Management Page Updates: 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.

1a
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.

2
Multiple Invoicing Email Addresses: You can now add several email addresses for invoicing to send the invoice to.

3
Account Manager Email: A new field under Invoicing Info to allow for an internal account manager’s email.

4
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

5
Load Delivery Page Updates:

6
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.

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.

Action Required:

  • Update your ‘Management Page’ Invoicing Settings: These settings will become the default for all your customers.
  • Review Customer Invoice Settings: Ensure that your main customer profiles are updated with the correct invoice settings.
  • Embrace Automation: Utilize the new features to save your invoicing team significant time each week.

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