Billing - Invoices

 

 

 

HEADER OFF: Use this if you are printing your invoices to your letterhead and do not want the program header to appear.

 

INVOICE SHOW ALL: Use this to show ALL billing information on the invoice.

 

USE PRO NUMBER AS INVOICE NUMBER: This is HIGHLY RECOMMENDED as it greatly simplifies tracking your loads.

 

USE SECOND ADDRESS ON INVOICE: Uses the checked items when printing an invoice.

 

SECOND ADDRESS ON CONTRACTOR: Uses checked items when printing a contractor's contract (BROKERED LOADS)

 

INCLUDE PROMEMO ON INVOICE: This field can be used for special notes you need on the invoice (vin numbers for a car hauler for example).   

 

PRINT ATTENTION FIELD: Prints the Attention field from the Address book on invoices.

 

PRINT FULL ADDRESS: Will print the first & second line from the address book when data is present on both lines.

 

INVOICE TERMS: Specifies the terms printed at the bottom of the invoice.

 

BILLING OPTIONS:

 

SUB-PRONUMBER ON: Must be turned on if you plan to use SubPro Numbers.

 

TAX ON: Used to turn on the TAX field on the billing page. Must be on for the program to calculate the tax on invoices.

 

AUTO RATE: N/A at this time.

 

SHOW RATE: LIST: N/A at this time

 

SALES REPS: ON: Allows you to track a Sales Rep for each load and then pay them commission through payroll.

 

CONTRACTOR BILLING OFF: Allows you to print out the contract, etc. for a Brokered load without the program creating the bill automatically. WE DO NOT RECOMMEND TURNING THIS ON. See the FAQ's.

 

LOAD ENTRY: This section is not currently available.

 

Click SAVE BILLING INVOICE PREFERENCES to save your settings. The program will notify you if the save is successful.