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Invoicing Enhancements [, 3 min. read]

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 Requirements: 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
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
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.
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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