Load the billable work
- Open Finance > Invoice Composer.
- Choose the customer and any other required filters, then submit to load billable work.
- Review the available shipments, tasks, and pieces returned for that customer.
Finance operations
Create an Invoice
Load billable shipments, tasks, or pieces for a customer, create an invoice draft, then finalize it once the draft is correct.
Create the invoice draft
- Select the shipments, tasks, and pieces that should be billed together.
- Click Create Invoice Draft.
- Open the new draft invoice and review the line items, notes, totals, and reference types.
Finalize the invoice
- Make any draft adjustments that are still needed.
- Click Finalize Invoice when the draft is ready to issue.
- Use Print Invoice or the finalized list for the issued version after finalization.