This article will show you how to utilize the Invoice Delivery Screen:
Quick Reference Video Summary
- This screen will display all the invoices that are available to be sent to your customers
- Invoices can be emailed or downloaded directly from this screen; if downloaded, the system will download the invoice as a PDF to your computer to be sent to your customers from your own email outside of the system
- POD and BOL Required Columns will show you whether the documents are required and were not attached; if they are required and not attached the red alert icon will be displayed, and if it is required and attached you will see a black check mark
- The most widely used delivery methods are Email and Print, so it is best to use these when searching/filtering your results
- The system will group multiple invoices of a similar customer into a single PDF; the email sent from the system will also include the associated BOL and PODs (if required) as a link in the body of the email--once this link is clicked it will open the document as a PDF in the user's browser
- You can send additional documents with the Invoice, if required, by using the Send Documents Icon to access the Send Documents modal; this modal will allow you to enter whatever To email address you want along with your own custom body, CC list, and the option to select whatever additional documents you would like to attach alongside the invoice
- Sending an invoice or downloading it from this screen will remove it from this screen where it will then be able to show up on the invoice search screen
- When an Invoice is emailed as described in the video, the email's sender will always be your accounting email sender located under LSP > Onboarding Guide.
Send Invoices from the Send Message Modal
From the "Send Message" modal, when the invoice attachment is selected, the system will display and automatically select the checkbox: 'Mark Invoice as Delivered.' This ensures that the invoice is removed from the Invoice Delivery Page.
This action can be performed from the Shipment Details page or any other location in the TMS where the "Send Message" modal is available.
Using this modal, you can send one invoice per email, manually add a subject and body, and send the invoice to any recipients.
The sender will be the individual who initiated the email using the "Send Message" modal.