What is an Invoice?

Invoices are for income and are charged to your Customers for the work you have performed. 

How are invoices created?

Invoices are generated on a per-customer basis and can be created either manually or automatically.

To configure the invoice settings for each Customer, see Customer Invoice Settings

Invoice Integration 

CartonCloud can be automated and integrated with your accounting software. See the Accounting Software Integrations (Accounting Connectors) page for more information.

Invoice View Page

The fields within the View Invoice screen are explained below.

FieldDefinition
Details
CustomerThe Customer the Invoice is for.
Rate CardThe Rate Card associated with the Customer and the rates that are used for the Invoice.
Status

The status of the Invoice.

Draft: the Invoice is not yet approved. 

Approved: the invoice is approved and has been sent to the Customer. 

Leeching: during the week (the invoice period) the Invoice will be in a Leeching status until it is converted into a Draft status at the end of the week or invoice period. See Leeching Invoices (Continually Building Invoices) for more information.

To change the status, select Edit from the bottom left corner and then select the status from the Invoice History Status drop-down menu. 
Payment Status

Payment Status informs you if the Invoice has been paid by the Customer or not. 

To change the status, select Edit from the bottom left corner and then select the status from the Invoice History Payment Status drop-down menu. 
Email statusEmail Status informs you if the Invoice has been emailed to the Customer yet. See Emailing the Invoice to the Customer for more information. 
Charge ErrorA Charge error indicates CartonCloud could not calculate the charges for all items included on the Invoice. This means the Invoice can not progress past the Draft stage. The error/s will need to be resolved first before the Invoice can move past the Draft stage. See Invoice Charge Errors for more information. 
IncomeThe total income value (the total value the Customer will be charged).
ExpenseThe total expense value. See Calculating Warehouse Expenses (4PL) for more information. 
Start DateThe date the Invoice started.  The Invoice will include all orders for the Customer from this date. You can configure this date in the Organisation Settings. It is recommended that the Invoice periods align with your storage period.
End DateThe date the Invoice ends. The Invoice will not include orders after this date. However, the next Invoice period will include orders after this date. You can configure this date in the Organisation Settings. It is recommended that the Invoice periods align with your storage period. 
Invoice Totals 
+Add Invoice Total to InvoiceTo add an Invoice Total amount to the Invoice. This will be included in the total Income or Expense total (depending on the type of invoice total is added). 
Sum Charges To re-calculate total charges (both income and expense). If you have any charge errors, use this function to re-calculate the charges once they have been resolved. 
Bottom screen buttons
EditTo edit the status, start or end date of the invoice. 
Download SummaryTo download the Invoice Summary
Email Invoice to CustomerTo email the invoice to the customer. See Email Invoice to Customer for more information. 
+Download PODsTo download all PODs associated with the invoice. 
DeleteTo delete the invoice. 

Invoice Charge Errors

Before an invoice can be completed and sent to the Customer, you must resolve all charge errors. A charging error appears when CartonCloud cannot calculate the charges for a certain item. For more information on charge errors and how to resolve them, please see Invoice Charge Errors