This article explains the different Invoice Settings options available to customize invoices in the application. Adjust these settings to match your billing preferences and operational needs.
Accessing Invoice Settings
To access Invoice Settings:
Click on the Invoices tab at the top of the order panel.
Select Settings from the left navigation tabs.
Invoice Styles
There are three levels of invoice styles that can be selected in the dropdown. Each style contains the order number, date, and price, but have varying amounts of other information included in the information included for each order on printed invoices.
Standard: This option makes each invoice a single line with 4 customizable fields.
Detailed: This option makes each invoice 2 lines tall and keeps the 4 customizable fields, but also includes the pickup and delivery company names and street addresses.
Extra Detailed: This option makes each invoice 4 lines long, includes 8 customizable fields, and includes the full pickup and delivery address and company name. In the top right box, there is an option labeled "Price Breakdown" that will replace all four of the boxes in the right column with all the rows of pricing information for the order.
Invoicing Options
Numbering and Printing
Next Invoice Number
Enter the number to use for the next invoice. This increments automatically after each invoice generated.
Print Invoice Summary
Adds a sheet to the bottom of each customer invoice that summarizes the invoice.
Print Invoice Number
Displays the invoice number on the top right of generated invoices.
Tax and Margins
Tax (%)
Enter the default tax percentage applied to invoices.
Additional Information
Add custom text or additional details that appear on invoices.
There can be up to two lines of text entered to be displayed in the header of invoices generated through our system.
Top Margin (inches) and Bottom Margin (inches)
Adjust these to control the spacing on printed invoices.
Sorting and Purchase Order (PO) Settings
Sort By
Choose the criterion to sort invoices by (e.g., Delivery Date).
PO Field
Select how purchase orders will be associated with invoices, either by Customer & Cost Center or Reference.
QuickBooks Invoicing Options
Check or uncheck these boxes based on your preferences:
QuickBooks Route Breakdown
Displays the address of each stop in a route order on the invoices
QuickBooks Invoice Per Order
Generates a separate invoice for each completed order that needs to be invoiced
Can also be controlled using the checkbox in the QuickBooks tab in the invoices window
QuickBooks Combine Cost Centers
Groups all orders placed to cost centers together under the parent company umbrella
This will ignore any QuickBooks links attached to cost centers
QuickBooks Add Line Separator Between Orders
Adds a single blank line between generated invoice orders
QuickBooks Invoice To Be Printed
Moves invoices into the Print Forms list in QuickBooks
QuickBooks Invoice To Be Emailed
Moves invoices into the Send Forms... Email list in QuickBooks
QuickBooks Invoice $0.00 Orders
Generates invoices for orders with no price
Fuel Surcharge Options
Manage fuel-related charges with these options:
Show Fuel Surcharge Options
Enables additional settings for fuel surcharges
Include Fuel Surcharge in Driver pay
Adds the surcharge to driver compensation
Pay Full Fuel Surcharge to driver
Ensures the driver receives the entire surcharge amount
Charge Tax on Fuel Surcharge
Applies tax on surcharge amounts
Fuel Surcharge (%)
Enter the percentage rate for fuel surcharges
Driver and Commission Settings
Customize Driver Deductions
Click this to configure specific deductions from driver payments.
Include Drivers With No Orders
Generates invoices for all drivers, even those without any completed orders in the selected date range.
QuickBooks Online Use Taxes
Enable this for getting tax code information from QuickBooks Online.
QB Tax Code
Specify the QuickBooks Online tax code to be used for invoices.
Driver Commission and Sorting
Define how commissions are structured and bills sorted:
Driver Commission
Choose which fields are displayed on driver commission bills.
In the rightmost box, there is an option labeled "Driver Breakdown" that will display the full list of rows of their commissions on the bills.
Sort Commissions By
Determine how commissions are sorted on bills. The sorting options are Delivery Date, Order Date, and Order Number.
Billing Groups
Use Billing Groups to categorize and manage billing cycles efficiently:
Click Add to create new billing groups.
Select existing groups and click Delete or Rename to manage group names.
Saving Your Settings
After configuring your Invoice Settings:
Click Save at the bottom of the screen to apply changes.
If you decide not to keep the changes, click Cancel.
For further assistance, please contact our support team.