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FINANCIALS & INVOICING

Financials & Invoicing

Streamlined financials and invoicing for accurate business transactions daily.

04 articles in this category

Billing

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...

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