Accounts Receivable - Ready to Invoice

Created by Al Ceric, Modified on Sun, May 19 at 12:16 PM by Al Ceric

Ready to invoice sections allows you to see all invoices that are on a standby to be sent to the customers. When you complete a shipment and add all of the required paperwork, your invoices will be shown here.

1. To send these invoices to your customers just simply go to Ready to Invoice tab in Receivables section of the Accounting menu.

2. Here you are able to see all the invoices that are ready to be sent, please note you will are able to send a single invoice, multiple invoices or you can send them as a batch. Choose the invoice you want to send, click on it, and you will be prompted with a popup window.

3. From this window, you are choosing your options on how to send invoices, choose your payment methods, set the bill date. Please note that you can choose multiple payment methods that will be shown on the sent invoice to the customer.

4. If you are sending invoice through out your company, you will select Payable To option, you can add options such as outstanding statement, you can attach funds transfer instructions cover sheet. And you can immediately send this invoice or invoices to your customer when selecting Send Email option, where you will be able to see contact from that customer you previously added as a contact book in customers profile, or if you want, you can just hit a print & mail option, for this or these invoices to be downloaded to you PC, which you can send manually by yourself.

5. If you are a broker, to process this invoice you should select your brokerage company and the process will be the same, this means that this invoice will be sent from your brokerage company and not your carrier company.

6. When previously adding your factoring company inside the company settings (please take a look at this link here on how to add your factoring company), and the invoice that will be processed through out your factor, will automatically attach your letter and notice of assignment to your invoice when set inside the company settings. The processing of the invoice is the same. You will previously set your bill date, choose one of the payment method options, and how to send that invoice. Directly to your customer or, first to be downloaded to you, so you can take next steps.

Please note that all the shipments documents will be visible when processing your invoices.