This article applies to forwarders



Invoices

Step 1: Click on the + Invoices to add a new invoice 



Step 2: Fill out the form with the service items and expenses that you need payment on 

Note: If you do not have service items to choose from in the dropdown please refer to Set up Service Item Fees and Tax Rates 



Step 3: Click the green + at the end of the row to add the item to your invoice 

Note: If you need to reimburse an employee for expenses you are able to select from the Payable To dropdown 



Step 4: Once items are added you are able to select Create Invoice or Create & Submit to generate the invoice 



Step 6: Once the invoice is generated you will see the Printer and see your printing options 



Step 7: Clicking on the Gear will give you additional actions that can be taken 



  • View/Edit Invoice - will allow you to make changes to the existing invoice 
  • Add Expenses - will allow you to add expenses to the invoice 
  • Delete Invoice - will just delete the invoice 
  • Apply payment - will allow you to apply a payment to the invoice 
  • Mark as Sent - will send the invoice to the client/forwarder
  • Mark as Submitted - will also send the invoice to the client/forwarder


Step 8: Once the invoice has been sent to the client/forwarder you will see that the Status changes to Sent - Unpaid and the Approval Date changes to Submitted 

Note: You will also see the due date depending on when the invoice is submitted

 


More additional actions once the invoice is submitted 



  • View / Edit / Adjust Invoice - will allow you to make changes 
  • Add Expense - will allow you to add an expense after the invoice has already been submitted 
  • Void - will void the invoice 
  • Apply Payment - will allow you to apply a payment from the client/forwarder
  • Mark as Unsent - will allow you to pull back the invoice from the client/forwarder


Note: Under items, you may see a cart or dollar icon to let you know if you have a service item or expense added to your invoice. The cart is for service items and the dollar is for any expenses