After the order is Delivered it has to be billed. When the order is billed, the invoice is sent, the order status must be delivered, so that the invoice can be sent. Billing information can be found by pressing on the Billing button.
Firstly go to Orders page and select order that has to be billed:
Press on order and then select Billing as shown in the picture:
After pressing it new information will be displayed, check if the billing information is correct. If there was a mistake made or billing details needs to be changed press on the pen icon and edit billing details:
Accessorial
Additional accessorial can be added if needed - it can be added by pressing on Add accessorial. After pressing it new window will pop up - enter the details needed. Firstly select Accessorial Type dropdown list:
Additional stops;
Detention;
Lumper;
On time pickup;
On time delivery;
Scales;
Out of route;
Layover;
Truck ordered not used;
Unloading charges;
Driver assist;
When the accessorial type is selected enter the Quantity of accessorial and price per quantity:
When the information is entered press Save;
Split
The revenue can be adjusted between the legs if needed by pressing Adjust the split. New window will pop up where revenue split can be adjusted;
Revenue can be split equally or a custom split can be made;
Press on the according button and the split will be adjusted, in example split equally:
After choosing how the revenue is split, press Save;
Revenue
If needed revenue can be adjusted by pressing Edit revenue. New window will pop up where information needs to be added:
There are few types of revenue:
Flat rate
Baseline + Fuel surcharge;
More information about revenue types can be found here.
After selecting the type enter the details and press Save.
Billing
The order will be billed after pressing on the blue dollar sign. The symbol can be found where the order number is presented;
Press on the symbol and new window will pop up where documents which will be sent to customer can be selected it can be re-ordered them by dragging the selected item:
When the order documents are selected press Bill Order. The invoice will be sent and the status of the order will be changed from Delivered to Billed.