Setting Up and Generating One Invoice Per Shipment all Charges

The "One Invoice Per Shipment" preference is available at the company level in preferences. This setting is intended for companies that require a one-to-one mapping between transactions and shipments. Only select this preference if your company follows this mapping.

• Note: This preference is not available at the sub-customer level.

Only a shipment with multiple transactions can be invoiced when this preference is selected.

 

 

The chargelist now features a Shipment Column, allowing you to view each shipment associated with a transaction.

Additionally, shipments can be searched directly using the search bar on the Charge List.

 

 

 

Every shipment in the shipment column will be a clickable entity, which will take you to the shipment view.

All the transactions associated with that shipment will be visible in the shipment view. 

 

 

 

In the Shipment View, a "Generate" button is available, subject to specific validations:

1. Company Preference: The company must have a preference set for "one invoice per shipment."

2. Transaction Mapping: All transactions on the page must have a 1:1 mapping with shipments.

3. Filter Visibility: The button is only visible under the "Ready-to-Invoice" filter.

1. Viewing Open Charges:

   • Start by viewing the open charges in the Shipment View.

2. Marking Charges as "Ready to Invoice":

   • Mark the charges for the shipment or all its associated transactions as "Ready to Invoice."

3. Generating the Invoice:

   • Navigate to the "Ready-to-Invoice" filter.

   • Click the "Generate" button to create the invoice, which will default to generate for the selected shipment.

 

 

 

When the "Generate" button is enabled and clicked under the "Ready-to-Invoice" filter, the following process occurs:

1. Generate Single Invoice:

   • Clicking the "Generate" button will create a single invoice for all the shipments listed on that page.

2. Ready to Invoice Charges:

   • The system will only include charges marked as "Ready to Invoice" when creating the ad-hoc invoice.

3. Batch Processing:

   • A single invoice will be generated for each 1:1 shipment-to-transaction mapping in batch processing.

Note: 

• Only charges that are "Ready to Invoice" will be released.

• Via batch, if all transactions have one shipment associated with them, then a single invoice will be created by default if that preference is set. 

• If transactions have multiple shipments, we create invoices consolidated by transactions by default. This is because we cannot create a single invoice per shipment if there are multiple shipments with transactions.