MoversSuite provides an integrated invoice system that has been designed to work to generate invoices for many items ranging from transportation charges, storage billing, quotes, and claims to imported items like a UniGroup rating and revenue from TechMate. Any revenue item can be invoiced through the Claims, Recurring Billing Management, and Revenue Entry modules.
Producing a complete invoice that incorporates transportation revenue associated to an order is just one benefit of this system. The ability to create supplemental invoices for items posted after the initial invoice or on subsequently posted items for storage billing, for example, is another aspect of the invoicing interface.
Functional Features of Invoicing:
• Create and manage invoices to multiple customers
• Preview and edit the invoice prior to actual generation
• Invoice items can be automatically generated
• Create invoices through Claims, Recurring Billing, and Revenue Entry
• Van line revenue and quotes can be directly imported into invoicing
• Choose from multiple reports to use when creating printable invoices
• Export invoices in a variety of formats including PDF, Microsoft Excel, TIFF, etc.
• View archived invoices
• Control which items appear on the Orders with Revenue not Invoiced report
Editing Features of Invoicing:
• Combine invoice items into a group that display as a single entry
• Total control over what is visible to the recipient
• Create ad-hoc items for a previous billing or non-standard revenue item
• Address information for billing, header, and remittance can be updated prior to invoice generation
• Notes and marketing message can be added to the invoice
• Pre-payment amount can be specified that offsets the total due for the invoice
• Invoice terms can be applied and displayed on the invoice
• Branch and van line images can be added to the invoice document
• Ability to copy or void existing invoices
Users can generate invoices through the Invoice Management interface available within the Claims and Revenue Entry modules or the Recurring Billing Management interface can be used to produce invoices as part of a billing run. A user in Special Services can view invoices specific to a third-proviso order directly from the application’s main toolbar.
The invoice document that is used in creating output is generated from standard Reporting Service report files provided by MoversSuite. If desired, a company can choose to modify the standard reports or elect to create and use their own documents.
A user can benefit from viewing one of the several reports available to them, such as the Order with Revenue Not Invoiced which can list all orders that have allocated revenue and have not had an invoice generated.
Invoicing through Invoice Management