This document provides a guide on how to view invoices from your Couriers.
This article will cover:
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:
-
Invoice Summary:
- Displays the invoice number, client name, invoice status, and invoice period.
- Shows the total invoice amount after any applied adjustments.
-
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.