Financials & Invoicing
Financials & Invoicing
Billing, invoicing, payments, and financial reports.
6 articles in this category
Invoicing basics
Generating invoices manually or on a schedule.
5 min read
Rate cards and pricing
Setting up customer-specific rate cards.
7 min read
Accessorial charges
Adding additional charges for stairs, COD, and others.
4 min read
Recording payments
Logging payments and applying credits.
4 min read
Accounts receivable aging
Reading the AR aging report and chasing overdue invoices.
5 min read
Driver pay and settlements
Configuring pay rules and generating settlements.
6 min read
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