Invoice - Simple FTL
Invoice - Simple FTL
The Simple Invoice is done when you
haul a full truck load or FTL and billing only one customer.
How to create this invoice with Nautilus IV? Read on:
 On
the left blue panel you have your trip list at the bottom and the
Invoice list at the top. To invoice a trip select a trip in the trip
list. This loads the trip information in the Invoice editor.
Provided you have entered your
mileages and expense information for the trip under the Trip Sheets
the Trip Properties will display your Total Trip Expenses and Total
Mileage.
The Unloading and Loading check boxes
allow you to include the lumper fee to the invoice total. The lumper
fee will be present if you have entered the Loading and / Or
unloading charges on each stop.
The Stops for this trip are displayed
in the Stops table and have a small check box to the far right of the
table. Checking that check box adds the stop to the invoice.
For the simple invoice (bill to a
single customer) all of the check boxes for each stop have to be
checked.
The Customer / Broker drop down shows
you list of everything in your Address Book . You can select anyone
from the address book you want to send your bill to.
The “Fine Print” field is
a free hand field where you can type anything you want to appear on
the invoice.
TIP
This
software has the most common way of billing the customer, such as Per
mile rate, Per weight and Flat rate. The flat rate can be used if you
bill your customers in a way that is not directly supported by the
software. For instance you pull cars and you charge the customer for
the number of moves you have to do to unload the car, you also charge
mileage and you charge per actual car. Since this particular billing
model is not directly supported by the software you can calculate
your totals with a calculator and then in the “Small Print”
Field enter the whole brake down on what you are billing for. Then
enter the total amount in to the Flat Rate field. All this
information will appear on the printed invoice.
Lets consider the most common
billing, which is a charge per mile.
Select the trip you want to invoice.
Select the customer you want to bill
Click on the Charge Per
Mile section and fill in the mileage you are billing for, the rate
per mile and the fuel surcharge rate per mile.
The software will calculate the
amount you are billing so far. If you have entered any unloading
charges on the stops screen under the Trip Sheets you can check the
Unloading check-box and it will automatically add that amount to the
total of the invoice.
In addition. If you want to charge
for stops you can enter the amount of stops you are charging and how
much you charge per stop. This will also be added to the invoice
total. To save the invoice enter anything in to the invoice number
and click on “Save Invoice Record” button. Once you save
the invoice you can print it.
Tracking invoices
If you click on My Invoices tab you
will see your invoices. Here is the stats for the selected Invoice.
If you are charging per weight then
you must enter the weights when you create the stop records under the
trip sheet. Provided that you have weights recored you can bill by
weight. For example you pull 40,000 lbs of produce and you are
billing at $12 for 100lbs the software will calculate 40,000lbs /
100lbs * $12 = $4,800
Q: Can I invoice just for lumpers? A: Yes, why not? Just make an invoice at a flat rate for the lumping only, and state in the notes field that this is an invoice for lumping.
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