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Billing

The Invoices page provides a centralized view of all billing activity across your organization.

It allows accounting users, warehouse managers, and organization admins to review generated invoices as well as the individual transactions that make up those invoices.

Purpose​

The Invoices section exists to:

  • View finalized invoices issued to customers
  • Review all billable transactions before they are invoiced
  • Audit how individual charges roll up into official invoices
  • Track invoice processing status for both warehouse costs and customer billing

Page Structure​

The Invoices page is organized into multiple tab views, each serving a specific purpose.

Generated Invoices​

This tab displays official invoices that have already been created.

Each row represents a finalized invoice and includes:

  • Invoice Number
  • Created Date
  • Customer
  • Bill To
  • Warehouse Subtotal
  • Warehouse
  • Cost Invoice Processed Status
  • Customer Invoice Processed Status
  • Credit Note Reference (if applicable)

Generated invoices are the result of rolling up one or more billable transactions into a single billing document.

Outstanding Transactions​

This tab displays billable transactions that have not yet been invoiced.

Examples include:

  • Shipping order charges
  • Receiving order charges
  • Storage charges
  • Manual charges
  • Other operational fees

These transactions are eligible to be grouped into a future invoice.

All Transactions​

This tab shows all transactions, including both invoiced and uninvoiced charges.

Each transaction represents a single billable event, such as:

  • Total charges applied to a shipping order
  • Charges from a receiving order
  • Storage billing periods
  • Manually created charges
  • Adjustments or credits

This view is primarily used for auditing, reconciliation, and reporting.

How Invoices Are Created​

Invoices are created by grouping one or more transactions together.

Typically:

  • Transactions are reviewed by an accounting user, warehouse manager, or organization admin
  • Selected transactions are rolled up into an official invoice
  • Once invoiced, the transactions are marked as processed and linked to the invoice record

This workflow ensures transparency and traceability from individual charges to final billing.

Roles & Permissions​

Access to invoice creation and transaction rollups is typically limited to:

  • Accounting users
  • Warehouse managers
  • Organization administrators

Customers do not have access to transaction-level billing details unless explicitly configured.

Reporting & Auditability​

The Invoices section supports:

  • Full transaction traceability
  • Clear linkage between operational activity and billing
  • Separation of warehouse costs vs customer billing
  • Financial auditing and reconciliation workflows