Skip to main content

Billing records

Billing → Billing holds individual charge lines. What a consignment owes lands here first, then gets gathered into an invoice.

List and filters

Filter by Status and Contractor at the top.

You can also come at it from the other direction: the Billings tab on a waybill's detail pane shows the charges that consignment produced.

Creating one

New Billing adds a line by hand. Most billing is generated automatically from rate cards; manual entry is for an extra charge.

Selecting lines to invoice

This is the page's main action:

  1. Tick the billing records to invoice.
  2. Click Create Invoice (N).

The selection has hard rules, enforced immediately:

MessageMeaning
Selected billings must have the same contractorYou've mixed contractors
Selected billings must have the same sender accountYou've mixed sender accounts
Selected billing must have a contractor or sender accountA selected line has no party to bill
No billings selectedNothing ticked

The reason is simple: one invoice goes to one party. Filter by contractor or sender first, then select all — much faster than picking rows.

With lines selected you can also click Email (N) to send them to the party.

Deleting

Billing records can be deleted. For lines already on an invoice, deal with the invoice first.