Invoices need to be manually uploaded to the system for line by line invoice reconciliations
Step by Step Guide
- Navigate to the "My Reconciliations" section
- Select the carrier from the dropdown menu at the top of the screen
- Enter the invoice number, net invoice amount, tax amount, gross invoice amount, invoice created date and payable date
- Upload a pdf of the invoice, if available
- Upload a csv file containing the itemised invoice information, if available
Video Guide
FAQ
Q: Can I edit the invoice details if I have entered them incorrectly?
A: Yes, by clicking on the Invoice Summary section and updating the relevant information.
Q: I'm invoicing a paper invoice, can I still use this module?
A: Yes. You can choose to reconcile the line items manually.