New Invoices Page

All
carriers
coming soon
improvement
new
Rose Rocket feed by Beamer

New

March 06, 2020

We have completely redesigned our Invoices experience to bring you not only a fresh and clean design, but ultimately an easier workflow.

With the new Invoices page, you will be able to see more information at a glance, while being able to apply customizations to invoices faster.

To access the new Invoices page, go to "Invoice and Billing" and then "Invoices". This new page and experience is in Beta mode, and we're excited to hear your feedback.

What’s new?

Dashboard Redesign:

Rather than having your invoices be listed by customer, the new Invoices Dashboard lists all invoices as separate items, mirroring the Orders or Manifests list view. You will now be able to sort columns on this page, allowing you to quickly locate any invoice.

This allows your accounting team to be able to see at a glance the following information:

Invoice ID
Order Delivery Date
Invoice Date
Amount
Balance (remaining on any partial balances will be shown also)
Due Date
Export Date (See this when it is exported to any accounting software, like QBO or XERO)
Consolidated Invoice (See the link to your consolidated invoice here)
Documents
Tags (New! Read below)
Actions (New! Quickly see the recommended next steps)

Preview Order At A Glance:

See your order details without leaving your Invoices page by viewing orders in a pop-up window.

To do so, click on the drop-down menu on the invoice of the order you'd like to see, and select "View Order".

New Default Quick Filters

Your invoices page now has new default quick filters. You can click into these to see your invoices that are under any of the following criteria:

DELIVERED {invoices in Delivered status}
CREATED {invoices in Created status}
SENT {Invoices in Sent status}
PAID {Invoices in Paid status

New List Filters:

Within the actual list, you can now filter more categories, including:

Customer Name(s)
Delivery Date
Invoice Date
Days Outstanding
Last Exported (to QBO or XERO)
Due Date
Status
Consolidated Order
Has Multiple Stops
Tags

Sort Invoices:

Within the columns, you can click on them to have them sorted. This will be especially useful to stay organized and make sure no invoices slip through the cracks.

Add Tags to Invoices:

You can now add tags to your Invoices, the same way you can in your Order and Manifests. Go into an invoice and click on the + sign to add a tag. Please note that orders do not share Order tags for the time being, so Order tags will not auto-apply to Invoices.