FINANCIALS & INVOICING
Financials & Invoicing
Streamlined financials and invoicing for accurate business transactions daily.
Billing
Invoicing Zero Amount
Step 1 Go to Analytics and select Deliveries Step 2 Select the Shipper. Additionally, you have the option to filter the dates if...
Quickbooks Integration
Step 1 Go to https://developer.intuit.com/app/developer/qbo/docs/develop   Step 2 Once you are on the website, scroll down to the bottom section labeled...
Add Charge to Existing Order
Step 1 Enter the Purchase Order Number or Grasshopper Order ID then click on it to open Step 2 Click...
Create a Billable Order
Step 1 Click Orders from the Menu, click on the dropdown menu then select Create billing order Step 2 Enter the Shipper Name (Account Name)...
Add a Custom Quote to an Order
Step 1 Open the Order and navigate to the Payments tab. Click Add Charge. Step 2 Select Custom Quote as the transaction type. Enter the charge...
Pricing
Apply Fuel Surcharge to Orders
Option 1 - All Accounts with the same Fuel Surcharge Step 1 Open the Shipper’s Account and Pricing Set Step...
Set Pricing by Weight
Configure delivery pricing based on shipment weight ranges.
Set Pricing by Percentage of Invoice
Calculate delivery pricing using invoice percentage values.
Set Fuel Surcharge Rate to Orders
Apply fuel surcharge rates to specific customer orders.
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