Invoicing

This article shows DVU users how to generate two types of invoices: accessorial/transportation and renewal storage. Click here to learn how to email or export an invoice file.

Generating an invoice

Accessorial/Transportation

To generate an invoice, the Accounting team should:

1. Go to Home > Account Integration > Invoicing.

2. Click the plus icon.

3. Select Accessorial/Transportation on the drop-down menu. A new window displays. 

The window shows all available orders by account and the type of work (i.e. WMS Receiving, WMS Shipping, WMS Work Order, and TMS Shipments). Select an item to generate an invoice.

Creating an invoice

Once the Accounting team selects a billing account, a new window displays.

1. Fill in the fields as required.

2. Configure the post and due dates (optional).

3. Check a box to generate a type of invoice (i.e. a shipment, receipt, or work order).

4. Click the Calculate Invoice button.

After the user clicks the button, DVU generates a table with one folder for each invoice.

1. Click the icon to expand a folder.

2. Review invoice details.

3. If correct, click the Create Invoice button to generate the invoice.

4. If not correct, go back to the record, verify the inputs, and generate the invoice again.

Optional features

Use the checkboxes at the top of the page to select or de-select invoice orders. Users can also select a line and then click the edit button to view the order.

Renewal storage

To calculate storage fees:

1. Click the plus icon.

2. Select Renewal Storage on the drop-down menu. A new window displays. 

3. Enter the account.

4. Fill in other fields as required.

5. Click the Calculate Invoice button.

DVU generates a table with the renewal storage charges.

1. Review invoice details.

2. If correct, click the Create Invoice button to generate the invoice.

3. If not correct, go back to the record, verify the inputs, and generate the invoice again.