Your transports are done? It's time to invoice them!
First of all, you'll need to check and update your price and customer information.
⏱️ Save time by updating several transports at the same time:
price line(s) on the shipment,
the billing product,
and the customer to invoice
In this article, you will discover how to perform the following actions:
Add/replace price lines on transports
You've completed your transports and need to apply the same price to several shipments? Here's how:
Select the transport orders affected by the new price
Click on "more actions"
Select "update prices"
Select "price"
Add the amount of price lines you wish
⚠️ You will replace all existing price lines
Click on add and replace ✅
Some details on this feature :
price lines are added to all selected transports
the prices applied by price list are replaced by the added line(s)
fuel indexation is not affected by price updates
bulk price update is available for completed or controlled shipments
Update invoice item
Before billing, you need to add the invoice item.
You can update the item in bulk on several transports at once.
Here's how to do it:
Select the transport orders affected by the item
Click on "more actions"
Select "update prices"
Choose "invoice item"
Choose the item to add, this will update all existing items except the one dedicated to fuel surcharges.
Update the customer to invoice
The customer to invoice is mandatory for invoicing.
The "customer to invoice" field will not be filled in the following cases:
if the transport ordering party is not billable
if you receive Dashdoc orders created by the principal
if the transport ordering party is changed
If the transport carrier is changed and the new carrier does not belong to the same group as the original carrier
From the done transports menu, you can filter on transports "without customer to invoice".
To modify the customer to invoice on several shipments at once, go to completed shipments.
Filter and check the shipments to be modified. In the "more actions" menu, click on "update customer to invoice".
In the transports to invoice menu, you will also have a red alert on the transports without customer to invoice
The customer to invoice can also be updated directly on the transport page:
Not yet a customer? If you would like to have access to a demo and try out dematerialized transport documents with Dashdoc, tell us about it here: