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Finance

Invoicing & credit control

Clear the pre-invoice queue, bill only delivered quantity, manage holds, aging, and payments.

Pre-invoice queue

Open Pre-Invoice. This sits between POD and the invoice. Clean orders have no open delivery exceptions. Exception orders show shorts, refusals, and notes plus POD photos when present.

Pre-invoice — select an order, compare ordered vs delivered, then invoice. Invoice clean only batches exception-free drops.
  1. Select an order. Compare ordered vs delivered quantities — delivered is what you may bill.
  2. Resolve or accept exceptions (talk to sales or the driver if the story is unclear).
  3. Invoice that order, or use Invoice clean only to batch the ones with no exceptions.

Invoices

Invoicing lists posted invoices. Open one for lines, PDF, and a shareable customer link. Customers with portal access also see invoices there.

Invoices — open one for PDF and a customer share link.

Credit cockpit

Open Credit Control for four views:

  • Aging — current through 90+ buckets and customer lists.
  • Over limit — exposure including in-flight orders, not just invoiced balance.
  • Credit holds — release (or keep) holds that blocked order, load, or delivery.
  • Change limit — adjust a customer’s limit when policy allows.
Credit control — aging, over-limit exposure, holds, and limit changes.

Dunning (chase messages against aging buckets) is driven from this credit process. COD settlements still need a sign-off — do not treat van cash as “probably fine.”

Payments

Record payments against invoices in the back office, or let customers pay in the portal when card providers are connected (Stripe / Razorpay webhooks). Unallocated cash should be rare; match it rather than parking it on a suspense story outside the system.