Invoices

MoversSuite provides an integrated invoice system that has been designed to work to generate invoices for many items ranging from transportation charges, storage billing, quotes, and claims to imported items like a UniGroup rating and revenue from TechMate.  Any revenue item can be invoiced through the Claims, Quotes System, Recurring Billing Management, and Revenue Entry modules.

 

Producing a complete invoice that incorporates transportation revenue associated to an order is just one benefit of this system.  The ability to create supplemental invoices for items posted after the initial invoice or on subsequently posted items for storage billing, for example, is another aspect of the invoicing interface. 

 

Functional Features of Invoicing:

    Create and manage invoices to multiple customers

    Preview and edit the invoice prior to actual generation

    Invoice items can be automatically generated

    Create invoices through Claims, Quotes, Recurring Billing, and Revenue Entry

    Van line revenue and quotes can be directly imported into invoicing

    Choose from multiple reports to use when creating printable invoices

    Export invoices in a variety of formats including PDF, Microsoft Excel, TIFF, etc.

    View archived invoices

    Control which items appear on the Orders with Revenue not Invoiced report

    Share invoices with EDI providers

    Auto sales tax computations through integration with Avalara

 

Editing Features of Invoicing:

    Combine invoice items into a group that display as a single entry

    Total control over what is visible to the recipient

    Create ad-hoc items for a previous billing or non-standard revenue item

    Address information for billing, header, and remittance can be updated prior to invoice generation

    Notes and marketing message can be added to the invoice

    Pre-payment amount can be specified that offsets the total due for the invoice

    Invoice terms can be applied and displayed on the invoice

    Branch and van line images can be added to the invoice document

    Ability to copy or void existing invoices

 

Invoicing is available through the following areas:

 

Area

Description

Claims

Users can generate invoices from receivables and handling expenses and revenue from the Summary tab.

Quotes System

Accepted quotes will be included as source items for invoicing.

Recurring Billing Management

Invoices are generated through a billing run.

Revenue Entry

Users can process and invoice from multiple sources within the Summary tab and set an invoice flag within Add Revenue Group and Add Revenue Item and identify invoice items from the Transactions tab.