Invoicing Your Customers
Invoices are the core of each business. Pegasys gives you live analytics, and full customization over your invoicing process. Remember, you can only invoice shipments that have been marked as Delivered. From the shipment list Creating invoices from the shipment list, gives you the ability to quickly convert your shipments to invoices as they’re being delivered. This page also gives you the ability to quickly merge/batch multiple shipments together; this is especially useful when you areFew readersAdd a shipment to an existing invoice
If you missed the opportunity to combine shipments from the invoice create process don't worry! You will always have the opportunity to modify your invoice shipments. From the invoice page Open the invoice that you would like to add an additional shipment to. Click Add Shipment under the list of shipments list. Choose the delivered shipment you would like to batch on this invoice by clicking the + Add button. You have successfully added your shipment(s) to the invoice!Few readersRemove a shipment from invoice
When you have more than one shipment on an invoice record you have the ability to remove. You must have at least one shipment associated to an invoice record at all times. From the invoice page Open the invoice that you would like to remove the shipment from. Click the dropdown arrow beside the Open button beside the shipment that you would like to remove. Click Remove from Shipment. Click Yes if you would like to remove the shipment from the invoice. You haveFew readersChecking POD Requirements
In most cases you are not going to get paid if you do not provide your proof of delivery to your customer. Each customer has unique requirements and we are going to teach you to how setup your businesses to never miss a POD ever again! Shipments in Pegasys can be configured multiple ways. Not all shipments will have POD as some users may choose to bundle all documents on a particular leg rather than distribute them to each individual shipment. How to setup your customers Open the busineFew readers