Why invoicing with Dashdoc?
What' the gain for you?
Time-saving ⏱️
Process fluidity 🙌
Save cash by invoicing as soon as transport is completed 🧾
Control of profitability 📊
Are you finished with your transports? Now it's time to verified them.
This step is essential to send your shipments for invoicing, as it will enable you to make a final check of the shipment information (documents, weight, price...).
Prepare your draft invoices (proforma)
☝️ To know before invoicing :
You can cancel, modify or complete an invoice in "draft" status in Dashdoc.
Once the invoice is in "finalized" status, you need to make a credit note to delete it, in compliance with your accounting procedures.
How do I create a draft invoice?
1 - Go to the "My invoices" tab
When shipments are verified, they appear in the list of shipments to be billed.
2 - Use the filters
Select shipments by customer, date, loading/delivery sites, labels.
Otherwise, use the search bar (e.g. search by principal reference).
3 - Select the shipments you wish to include in the draft by checking the box on the left.
The total amount of TOs selected for the same customer is displayed at bottom left.
Click on next
Choose from the following options:
one invoice per TO
bundle TOs into a single invoice
add selected TOs to an existing draft
Click on "Create a draft invoice".
4 - The invoice is created in "draft" status in the invoice list
When you create the draft invoice, you'll find a pdf proforma at the bottom of the page, which you can download.
As soon as you make any changes to the draft: add price lines, modify existing amounts or data, add fuel indexation... the proforma is updated automatically.
Personalize your invoices
1 - Modify transport description information
Here is the information that appears by default on your invoice for each shipment
For loads transportation : | For rental transportation : |
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To edit each draft individually, unfold the transports and click on the description. You can then edit the description field freely.
2 - Customize your invoice templates
To apply the same description template to several invoices at once, use invoice templates.
With this feature, you can standardize your invoices for several customers at once, or for each customer individually.
To apply a template to your draft invoice, use the "invoice templates" drop-down list and select the desired template.
3 - Add lines or fuel surcharge
Once you've added your shipments, you can also add general lines to your draft invoice.
You have two choices:
add fully customizable lines
use the "fuel surcharge" feature.
Add a customizable line to include a new invoice item.
4 - Merging invoice lines
You can choose to merge an invoice's shipments into a single line using the "Merge shipments" button > "into a single line"
The prices for these transports will then be added together in this single billing line:
If a shipment contains several price lines, they will all be added together in this line.
For fuel indexation: the index amounts in each transport will also be added together in this line.
Once these lines have been merged, a single "Transport of the month" line will contain all the transports on the invoice. You can modify this line again by changing the description manually.
Display the carbon footprint of invoiced transport
🌱 Dashdoc now automatically displays the following at the foot of the invoice
☝️ If any information is missing to calculate the transport footprint, we will display that the information is incomplete.
Finalisez vos factures
Is your invoice complete? Is the information on the proforma correct?
It's time to finalize your invoices!
Go to your draft invoice page.
In the top right-hand corner, click on the "Mark finalized" button.
⚠️ By clicking on "mark finalized", your invoice becomes final and cannot be modified. Only a credit note can cancel the invoice for accounting purposes.
When you mark your invoice finalized, you can choose the billing date in the window that appears.
Your invoice is created: you can find the PDF of the invoice at the bottom of the page.
It's all over! 👌
You can now share the invoice with your shipper to discover how to share invoice and document from Dashdoc, go here!