With any type of job, but especially in courier services, running and sending out invoices is a crucial aspect of the work. Making sure the right people get paid (or pay) the correct amount helps the company run smoothly and allows the freedom to work on the other aspects of the job. With online courier software, managing and producing invoices has never been easier!

Customer Invoicing

For a courier company, the people you will most likely be invoicing the most would be customers, the people actually ordering and sending out packages. But when you have a bunch of different customers with a bunch of different schedules and quantities of orders, doing a ‘one size fits all’ approach for invoicing might not be the best idea. With online courier software, you are able to print reports for all customers at once, for all customers of a certain billing group (which we will get into more later), or for a specific customer. Any of these options allows you to pick a date range as well, so you might want a yearly report for all your customers for your records, but one client that orders a lot might need an invoice every week or every day. With options to select date ranges and customer ranges, you can make sure that it is easy to provide your customers with the most specific and up to date information for what they need!

Invoice Settings

As mentioned earlier, there are some additional settings you can add to provide even more detailed information to customers, as well as set things up so you don’t have to add everything manually every time. For one, you can create and assign billing groups to all of your customers. If you have a company placing multiple orders a day, it might be a good idea to add them to a billing group for every day or every few days. On the flipside, if you have a customer who scarcely places orders, once a month would probably be the most efficient option. You can also set the invoice style based on how detailed the information you want the customer to receive is, and can also provide additional text to show up on the invoices and can apply a blanket tax percentage. This way, you are able to control what a customer sees versus what they don’t see, and can set some information that applies to all of your customers equally.

QuickBooks Integration

With the ability to provide invoices and order summaries to all of your customers easily through the online courier software, there is also the ability to make the accounting easier on your side as well! With built-in QuickBooks integration, you can connect all of your invoices and reports to your QuickBooks account, shortening the time it takes to work on your accounting, as well as reducing the room for input error. With this integration, no longer will you have to manually insert all of your orders and payments, or have to export information to a spreadsheet and back into your other account. Here, it is super quick and super easy to bring all of your customer invoice data into your accounting system. Thanks to this, both you and your customers’ accounting concerns can be easily accounted for!

Invoices for You

No matter what works best for you and your company, as well as for your customers, online courier software, like Digital Waybill, is here to help. We understand how important it is to maintain a good relationship with your customers, and get those invoices out to them quickly, as well as how important it is to make your accounting life easier as well. With so many options and customization possibilities, you can really set up these invoices in exactly the right way for each and every one of your customers. Schedule a demo with Digital Waybill today to see how else we can help your courier business work!