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Invoice setup

Setting up invoices

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Written by Peter
Updated over a year ago

In 10 Speed TMS the data fields in invoices can be customized to fit the business needs. Setting up this information is important when managing orders, it helps maintaining transparent communication with customers.

Accessing the invoice setup

  • To access the invoice setup, press on Assets, and select Companies:

  • Company information will be presented, press on three-dot icon, press Edit Invoice:

Editing invoice details

Company logo

  • A new window will pop up where the invoice details can be edited:

    • To add company logo, press on Click to upload. A new window will pop up - select the company logo file and press upload;

Remit to Address

  • In the same window fill out address and other details:

    • Company name;

    • Address line;

    • Country;

    • State;

    • City;

    • ZIP;

    • Contact information:

Order related fields

  • When editing invoice details, it can be chosen to add more information, scroll down to see the options:

    • Bill of lading (BOL): a document in shipping, serving as a receipt and contract between the shipper and carrier. It includes details about the shipped goods, origin and destination, and agreed-upon shipping terms;

    • Purchase order number (PO): a number unique alphanumeric code assigned by a buyer to a specific order placed with a seller. It serves as a reference number in business transactions, facilitating tracking and communication between the buyer and seller;

    • Truck number: refers to a unique identifier assigned to a specific truck or vehicle used for transporting goods;

    • Trailer number: trailer number is a unique identifier assigned to a specific trailer used for transporting goods.

Note that the last two options are customized and are not included by default in the TMS. Setting them up is explained in the paragraph below.

Adding extra fields to the invoice

  • To set up the integration, press on the User icon at the top-right of the screen, and select System settings:

  • The settings screen will be presented, select Extra fields:

  • When the extra fields are selected, select Orders:

  • How to create a new extra field can be found here.

  • To display the new extra field in the invoice, press on the Display in company invoice checkmark. Up to 2 extra fields to be included in the invoice are allowed:

Previewing the invoice

  • To preview the invoice, press on Billing and select Unbilled Orders:

  • The Unbilled Orders screen will be presented, select an order to preview the invoice and press on it;

  • After pressing new information will be visible. To preview the invoice, press on Preview invoice:

  • A new window will pop up, where the invoice preview will be presented:

Sending the invoice

  • To send an invoice, firstly the order has to be delivered. That means that the order status should be delivered;

  • Sending an invoice to the customer, is a part of the billing process. More information about order billing can be found here.

  • The status of the invoice is related to order status - if the order status is Billed it means that the invoice is sent, when the order status is changed to Completed it means that the invoice is paid.

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