Invoicing a week of freight is bulk work: find the orders that are ready, check the paperwork behind them, cut the invoice, send it. The hard part was never pressing the button - it was learning afterwards that six of the fifty orders you selected were not eligible, and having to work out which six.
Billing has been rebuilt around that one problem. Every bulk action now tells you exactly what it is about to do, order by order, before you confirm it.
What changed
Billing / Orders is one worklist. The panel on the left carries the money and the counts for whatever is on screen; the table carries the orders and the paperwork behind each of them.
- The panel adds up what you are looking at: the open amount and the invoice count, then the same total split by order status, invoice status, factoring company and dispatcher, each line with a count and an amount, each sortable.
- Billing and paperwork sit side by side. One group of columns for the invoice - reference, client, order status, invoice status, amount, age. Another for the documents that gate billing: Rate Confirmation, BOL (Pickup), POD (Signed Delivery), Delivery Pictures, Seal Photo, and the Paper Verified flag itself. Whether an order is ready to invoice is something you read off the row.
- Filters above the table and inside the header row. Date, type, order status, invoice status, dispatcher, client, driver and truck across the top; per-column filters in the table itself.
Tick some rows and the toolbar becomes one action bar: change invoice status, export CSV, download, create a batch invoice, assign to an existing batch, mark paperwork verified, batch send invoices. The three heavy ones open with the answer already worked out.
Create Batch Invoice starts on a review step. It says "1 of 7 selected orders will be invoiced, 6 excluded", groups the reasons with a count each - paperwork not verified, invoice status not allowed, already in a batch invoice - and then lists every excluded order with its own reason. An order that already sits on a batch links straight to that batch. The eligible orders are listed underneath with route and amount, so you see the batch before you create it.
One of seven will be invoiced. The other six are listed with their reason, and the three already on a batch link to it.
Change invoice status splits the selection the moment you pick the target status: the orders that will change, each showing its current status and the new one, and the orders that will not, each with the reason. The footer counts them and adds up the money, and the button says how many orders it is about to touch.
Pick the target status and the selection splits: five will change, two are already there. The button says how many it will touch.
Batch Send Invoices is one row per order: the recipient it resolved to, the client or the factoring company when the order is factored, the email address it will use, the invoice status, the CC list, and a verdict of will send or skipped. Recipients with no email address are counted and named instead of failing quietly. Subject and body are templates - type a brace to drop in the order number, the reference, the route or the amount.
Five of six will be sent. The sixth has no email address, and the dialog says so before you press Send.
Batch Invoices, the screen those batches land on, got the same pass: date ranges from one week to twelve months, amount and count broken down by status, approval status, broker, customer and factoring company, an orders count on every invoice row, and a totals row under the table.
Eleven batches over twelve months, broken down by status and approval status, with the orders count on every row and a total under the table.
Open a batch and its orders, invoice items, carrier bills and mailing log are tabs on one page, so chasing one invoice no longer means three screens.
Why it matters
- No blind bulk actions. The reason an order cannot be invoiced is on screen next to that order before you confirm, not in a toast afterwards.
- Paperwork is part of the decision. Five document columns and the verified flag are in the worklist, so "is this billable" stops being a separate errand.
- The money is always visible. Every panel section and every dialog footer carries the amount, so you know what a batch is worth before it goes out.
- One pass instead of three. Verify the paperwork, cut the batch and send it from the same selection.
How to use it
Open Billing / Orders, filter down to what you are invoicing, and tick the rows. The action bar appears above the table. Verify what is ready with Mark Paperwork Verified, then use Create Batch Invoice and read the review step before you continue. Finished batches live under Billing / Batch Invoices.
