In this article, you will learn how to view invoices as a courier client.
Invoices Overview
Your couriers will generate invoices based on a set frequency (weekly or monthly).
Key Components of an Invoice:
- Invoice Number: A unique identifier assigned sequentially to each invoice.
- Invoice Status: Indicates whether the invoice is a payment pending, or paid state.
- Invoice Period: The date range covering completed orders included in the invoice.
- Invoice Date: The date the invoice is made available to your portal for payment.
- Due Date: The deadline by which you must pay the published invoice.
- Total Cost: The sum of all completed orders within the invoice period, including any adjustments.
- Invoice Adjustments: Any additional charges or discounts applied by the courier.
- Order Breakdown: A detailed view of the individual orders included in the invoice, including service level and cost.
- Payment Notes: Any additional notes that your courier adds to the invoice.
Email Updates:
You will receive an email notification when an invoice is published or updated by your courier.
Viewing Invoices
Viewing Invoices - Table View:
You can view all invoices from the Invoices section of your client portal. The invoice table provides an overview of all invoices, including:
- Invoice Number: A unique identifier assigned to each invoice.
- Invoice Date: The date the invoice was published.
- Invoice Period: The billing period the invoice covers.
- Due Date: The deadline by which you must pay the published invoice.
- Total Cost: The total amount due, including adjustments.
- Status: Indicates whether the invoice is Payment Pending, or Paid.
- Number of Orders: The count of completed orders included in the invoice.
Invoice Details View:
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Invoice Summary:
- Displays the invoice number, client name, invoice status, and invoice period.
- Shows the total invoice amount after any applied adjustments.
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Order Breakdown:
- Lists all completed orders included in the invoice period.
- Displays Order ID, Order Date, Order Status (successful/failed), and Service Level.
- Adjustments Section: Displays any manual adjustments added by you (e.g., additional charges or discounts).
- Payment Notes: Displays any notes that you enter for the client (e.g, such as a payment link.)
- Due Date: Payment deadline for the invoice. If the deadline passes before the invoice is paid, the invoice becomes Overdue.
Export an Invoice
To export an invoice, open the completed invoice then select the download icon located on the upper right corner.
Once you select this icon, you will then be emailed a download link for the invoice. The invoice will display order information and any negative/positive adjustments and will be in CSV format for easy upload to Quickbooks.