Help article

How invoicing works: from job completion to issued invoice

The batch invoicing flow, from selecting a customer to issuing invoices.

Container and general freight jobs are invoiced in batches, not one at a time.

Draft invoices can self-correct

A small set of changes — a job flag being added or removed, or a container's size changing — will sync automatically into a draft invoice. Once an invoice moves past draft, it's locked and won't be silently rewritten.

Warehouse invoicing is different

Warehouse jobs are billed weekly (storage plus handling) instead of per job, and don't include a fuel levy the way container and freight invoices do.

The invoicing flow

  • 1
    Pick the customer: Choose which customer you want to invoice.
  • 2
    Review uninvoiced jobs: The system lists every completed job for that customer that hasn't been invoiced yet.
  • 3
    Charges are grouped: Charges are automatically grouped into summary lines.
  • 4
    Enter rates: You enter the rate for each group — pricing is entered manually, there's no automatic rate lookup yet.
  • 5
    Confirm: Confirming creates the individual invoices plus one combined invoice your customer sees, both issued immediately.

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