Invoicing
How to Generate Invoices and Add Manual Charge on the Invoice
The MachShip system provides users with an efficient way for freight re-sellers too generate multiple invoices for the transport they have managed for their clients. How to Generate Invoices Click on the Finance drop-down and select Generate ...
How to Post Invoices
Navigate to Open Invoices Click on the Finance drop-down and select Open Invoices. Editing an Open Invoice From this screen, you can edit the Invoice and Due Dates, if you are unsure what consignments are in these invoices you can click on the Cog to ...
How to Resend, Regenerate, Re-Open and Download Invoice File from a Posted Invoice
Financial invoices generated and posted out of MachShip will be accompanied by either a data file in csv format or a PDF copy of the invoice or both. If you require a copy of these files from the system, they can be downloaded by following the below. ...
How to Run the Finance Trading Report
The Finance Trading Report contains a full list of client and carrier Invoice data allowing for a full breakdown of true profit margin information. The report will run data for all companies in your company tree. How to generate the Finance Trading ...
How to run the Invoice Item Breakdown Report
The Invoice Items Breakdown Report contains a full list of client and carrier Invoice data allowing for a consignment level breakdown of true profit margin information. Note that this report will show every line on the invoice so it will show ...