How the money moves
The Billing menu has a dozen pages under it, which is bewildering at first. They're all links in one chain:
The short version: rate cards set the price, billing records what each consignment owes, invoices gather those lines into a bill, the customer pays, and reconciliation confirms the money actually arrived. Costs are tracked separately and combined with revenue to give profit.
What each page is for
| Menu | In one line |
|---|---|
| Rate Cards | Pricing rules |
| Billing Profiles | A customer's cycle and payment terms |
| Billing | Charge lines; select them to raise an invoice |
| Invoices | The bill sent to the customer; email it, record payment |
| Payments | Receipts and bank slip verification |
| Cycle Runs | History of automatic invoicing runs |
| Reconciliation | Matching bank credits to payments |
| Operating costs and suppliers | Fuel, wages, supplier quotes |
| Reports and profit | Revenue, cost and profit summaries and exports |
Permissions
The whole Billing menu is permission-gated — without it, the menu doesn't appear in the bar at all.
Inside it, finer permissions apply: changing rate cards, recording payments and adjusting a wallet balance by hand are each granted separately. See Finding your way around.
Multiple currencies
The system handles several currencies. The profit page states which currency the summary is showing.