Generate, Recalculate, and Finalize Invoices

Generate, Recalculate, and Finalize Invoices

Invoices are generated based on billable activity within a selected date range. This process calculates charges using assigned rate cards and finalizes billing for each client.

What You Need

  1. At least one client with a rate card assigned

  2. Billable activity within the selected date range
Generate an Invoice
  1. Navigate to the Settings icon ⚙️
  2. Select Billing
  3. Select the Invoices tab
  4. Click New Invoice
  5. Enter the Start Date and End Date
  6. Select the Customer(s)
    1. Note: Only customers with assigned rate cards will appear in the dropdown. See Setting Up Billing Rate Cards for more info.
  7. Under How do you want to generate this, select:
    1. Generate a single invoice (one customer)
    2. Generate multiple invoices (one per selected customer)
Monitor Invoice Statuses

After generation, the invoice progresses through the following statuses:
  1. Pending: queued for processing
  2. Calculating: actively processing
  3. Done: completed processing
  4. Failed: requires review
Info
Larger invoices may remain in Calculating for an hour or more, depending on the volume of data in the selected date range.

Recalculate an Invoice
  1. Locate the invoice in Billing > Invoices
  2. Select the Edit Icon next to the invoice
  3. Click the Recalculate icon
Warning
Recalculation replaces existing invoice calculations with updated data

Finalize an Invoice
  1. Open the invoice with Done status
  2. Review line items
  3. Click the Finalize icon
     

Export Invoice Data
  1. Open the invoice
  2. Click the Printer Icon
  3. Download the file for reconciliation or reporting
    

Related Articles/Helpful Links
  1. Understanding 3PL Billing Rate Types