Invoice - Tracking payments
Now, that you have saved the last invoice for this
trip you can go to My Invoices and you will see a picture that would
look like this:
At this point you have just sent out the invoices
and you have not received any payments yet. Please notice that there
are four invoices for the same trip. If you select any of those
invoices in the Load Summary section at the bottom of the screen the
software will show several useful things. It will show the first and
last stop on the trip as well as the financial brake down for
SELECTED invoice. Below the line it will show the totals for the
trip, the amount you spent to run it, the money you billed out (all
four invoices) and the profit you suppose to end up with provided
every customer pays up.
On this screen shot the first invoice we created
for this trip is selected and it shows that you have billed $425 and
not received any money yet. The status of this invoice is set to
Pending. This means that you have sent it out, yet it is not due at
this time and you have not received any money.
Suppose you have received the payment for this
trip in full. You would go to this screen, find the invoice and
select it. Enter the amount received and hit Save changes. This is
what it would look like if you do that:
Do the same for the second customer. The Davalan
Sales.
Suppose that the Joe the Broker is not too quick
on paying you and you had to call him on the phone and do a bit of
yelling and screaming at him, so he at last paid you partial. $1000
and still owes you $906.60
Select this invoice, enter the $1000, change it to
First Notice (or final notice or whatever you wish to mark it as) and
click Save Changes.
This is what you should see in the Invoice list:
And this is what you should see at the bottom of
the screen for the whole trip:
This about wraps is up for the
invoices.
Call us if you have any questions.
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