Importing Invoices
How to set up the MachShip Generic Carrier Invoice Template
Many carriers do not have the accounting functionality to provide a client with a csv version of their invoice and as such, they will provide a copy of the invoice in PDF format. The MachShip system does not map up PDF's due to the formatting not ...
How to import Invoices into MachShip
The MachShip system provides users with the ability to upload their carrier invoices and reconcile the freight charge against the quoted figure which MachShip has calculated from the uploaded rates. How to navigate to the Import Carrier Invoices Page ...
How to change imported Carrier Invoice details
When a carrier invoice is imported into MachShip, users are requested to set: Invoice Number Invoice Date File Name If for any reason the fields which are set when the invoice is imported are incorrect, then it is possible to edit these through the ...
How to delete a Carrier Invoice
Should you have incorrectly imported a carrier invoice into MachShip or the invoice has been imported multiple times creating duplicates then there could be the need to delete the invoice from the system. Note: If there has been any carrier invoice ...
How to Detach an Individual Invoice Entry
Should you have inadvertently matched an invoice entry to the wrong consignment, it is possible to detach just one consignment rather than detaching the whole invoice. How to navigate to the Manage Invoices page to detach an Individual Invoice Entry ...