Creating a Bill/Expense related to Shipment

Creating a Bill/Expense that is not related to a Shipment can be helpful when paying your Sales Reps or Account Reps. These are usually based on commissions, but remember you can setup Auto-Pay to prevent redundant work!

From the Shipment

1. Open a Shipment
2. Scroll down to the Bills section and click Add Bill
3. The Shipment will will pre-populated and the Bill will default to Business corresponding to the Customer on the shipment
4. Fill in the Bill form. Remember you can change the bill from 'Business' to 'User' if you want to relate the expense to an employee
5. Click Create
6. Click Add Expense Line
7. Enter the expense information (+/-)
8. Click Create

From the Bill page

1. Click on Bills on the top navigation bar to get to the Bills page
2. Click on the Create button at the top right corner
3. Ensure you have toggled the Related To field to Shipment
4. Select the shipment you would like to associate the expense to or click the + button to create a new shipment
5. Fill in the Bill form
6. Click Create
7. Click Add Expense Line
8. Enter the expense information (+/-)
9. Click Create

Remember you can add multiple expense lines per bill. When you are processing payment the sum of selected bills for the Business/Owner Operator/Driver can't be a negative total. The expenses associated to the Shipmen are usually reserved for Account Reps, Sales Reps and the Customer on file. Expenses for Drivers, Owner Operators and Dispatchers should be created through the dispatch record.

We recommend that you create all shipment related expenses via the Shipment Page or setup Automatic Expense/Auto-Pay for quick data entry!

Updated on: 12/26/2020