Creating a Bill

Menu Option

Description

File - Save

Save the current billing transaction.  

File - Exit

Close the current billing transaction, and exit the billing screen.

Tools - Recalculate

Use this tool to recalculate the fees on this billing invoice.  This should be used each time that changes are made to the entry which may affect the fees on this bill.  (Ex.  If the HTS is changed, this may change the duty amount to be billed.)

About

View information on the billing module being used.

Field/Button/Tab

Description

Bill To/Fee Schedule

This area displays the Bill-To party and the Fee Schedule, as selected in the transaction.  You must change the bill-to/fee schedule on the transaction screen.

Remit To

Enter the Remit-To party, if this billing is to be remitted to someone other than yourself.  This will default to the address shown in the broker profile.

Bill Date

Enter the date of the billing invoice, or choose from the calendar by clicking the drop-down.  This will default to today’s date.

Due Date

Enter the due date for this billing invoice, or choose from the calendar by clicking the ellipsis.  If you leave this blank, upon receipt will be the default due date.

Bill To Attention

Enter the attention to party as it will appear on the billing invoice.  This will default to Accounts Payable, but you can manually edit this or choose from the contacts pick-list by clicking the ellipsis.

Carrier

Enter the carrier for the associated shipment.  This will default from the carrier name that is entered/selected in the release/entry editor.

Shipper Ref #

Enter the shipper’s reference number for this shipment.  This will default from the shipper’s reference number that is entered on the transaction page.

Shipment Value

Enter the shipment value for this shipment.  This will default from the value that is entered on the transaction page.

Broker Ref #/ Consignee Name

Enter the broker reference number, or the consignee name for this billing invoice.  This will default from the broker reference number that is entered on the transaction page.

Field/Button

Description

Insert

Click to add a new fee to this billing invoice.  This will open a new item in the Add a Fee screen.

Edit

Click to edit the selected fee.  This will open the selected item in the Enter/Edit Fee Amount screen.

Delete

Click to delete the selected fee from this billing invoice.

Split Fees

Split the selected fee.  This will allow you to bill a specific fee (or a portion of the fee) to another bill-to client.  

Notes to Appear on Printed Bill

Enter any notes to appear on this billing invoice.  

Invoice Total

Displays the total, as shown on the invoice.  This is the amount owed by the bill-to party on the due date.

Total Payables/ Costs

Displays the total of all payables and costs associated with this transaction.  

Net Revenue

Displays the total net revenue for this billing transaction.  This is the invoice total minus the total payables/costs.