New
January 20, 2020
Record Partial Payment for Invoice & Billing
Often your customers will want to pay for their invoices in partial payments. Similarly, you may pay your drivers or partner carriers in partial payments. Now, you can record both in Rose Rocket to keep track of your accounts payables and receivables in an updated manner.
Please note this is currently available for single invoices and bills only. You cannot record partial payments on consolidated invoices and bills.
Invoices
When Customers pay a part of an invoice, you can now record this payment to have it reflected in your Rose Rocket revenue reports.
How it works:
- You can record this payment in two ways. You can go into Invoices & Bills and select the customer and payment, or find this in the Order Details of the order you want to apply it to.
- In the Order you've selected, click on the three dots on the right-hand side to show the dropdown options. Select “Record Payment”.
- Enter partial payment amount and date, and click on the “+” button to add the amount. Click Done to save.
- This payment is now recorded and will reflect in your reports under “Actual Revenue”. In addition, a “Partially Paid” tag is applied to the order, so you can be on top of what has been paid and what is still in progress.
Billing
When you pay a driver or partner carrier a partial payment, you can now record it and have it reflected in your Rose Rocket costs reports.
- Under Invoice & Bills, select Driver or Partner Carrier, and go into the manifest you wish to record a payment to.
- In the Manifest you've selected, click on the three dots on the right-hand side to reveal the dropdown. Select “Record Payment.”
- Enter partial payment amount and date and click on the “+” button. Click on Done to save.
- This payment is now recorded and will reflect in your reports under “Actual Costs”. In addition, a “Partially Paid” tag is applied to the manifest, so you can be on top of what has been paid and what is still in progress.
Availability:
- This is available to every Rose Rocket user with no additional cost or setup required.
- Available in Sandbox: Wednesday, January 15th, 2020
- Available in Production: Wednesday, January 22nd, 2020
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