Open Invoice Summary

• About Open Invoice Summary
• Locations
• Shipment Select
• Open Invoice Summary Totals
• All Shipments Section
• Select
• Column Sorts

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About Open Invoice Summary

Open Invoices, including balances due, appear in the open invoice summary screen:

• Immediately after a shipment has been entered into our system and rating is complete (normally, the same day the shipment is picked up)
• Payment in full has not been recorded in our system
• Your company is the authorized payer of the shipping charges.

Please keep in mind, these figures are based solely on the locations that are associated with your user ID and are selected on your "customer location" screen. (Refer to Locations below.) This may not reflect the status of your account. Based on your location selection, the first 20 pros are displayed with a page number link at the top and bottom of the screen. Navigate to groups of pros by selecting the appropriate page links.

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Locations

You can look at invoices from a different paying location individually and by accessing the Customer Location selection page. You can select the Customer Location page from the drop-down menu or select Change in the upper-right corner of the page. To return to the invoice manifest, please select the "invoices" application from the drop-down menu. After you have restricted the locations through the Customer Location list, the open invoice application will display only the invoices associated with the selected paying locations.

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Shipment Select

Inquire on or e-mail specific invoices on the basis of selected reference number types. All possible reference number types are available, including pro number, to be selected as search criteria. Enter up to 250 numbers in the box, pressing Enter on your keyboard after each one. Select a reference number type, then click Find to display a list of invoices or Email to send the invoices with attachment links as a PDF document. Note: You need not include hyphens when you enter pro numbers. Error Message Key

• If we do not have your requested documents in our database, you will see a message indicating your selection was not found.
• To review invoices, you must be the payer; if not, you will see a message, indicating that your company is not the authorized payer of that invoice.
• If an invoice has been paid, you will see a message, indicating your invoice is not open on your account.
• When we've received payment that does not match our invoiced amount, we will display the invoice with a pending audit message below the balance.

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Open Invoice Summary Totals

The open invoice summary total box displays the number of bills with the corresponding "days past payment due date" and the dollar amount owed for the invoices. If there is a mixture of currencies, we show separate totals based on the tab selected on the top of the box. This summary box is dynamic and changes on the basis of the invoice list in the All Shipments section. For example, if you change your invoice selection to show only Prepaid invoices, the open invoice summary total box then changes to include the totals for only the Prepaid invoices shown.

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All Shipments

This lists open invoices with various sort options, invoice selection options and viewing/printing and disputes options. The detail for each invoice includes the pro number, pickup date, payment due date, days past due, invoice total, balance, currency, payment terms, available documents, pending correction indicator and not yet invoiced indicator.

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Select

Select the entire page (20 invoices) or a group of invoices to view/print the selected invoices, e-mail the selected invoices or submit a dispute on the selected invoices. Click Page to select the entire list on the page or click the box in front of the desired invoices, choose the option you want from the drop-down menu, and click Go. What you will see will depend on the option you choose:

• View/Print generates a PDF of the selected invoices with attachment links to be viewed or printed
• Email opens another page to enter e-mail addresses to which we will send your invoice PDF
• Disputes opens another page, so you can enter dispute comments for each selected invoice

To view an individual invoice, click the PRO number, and will will show the invoice PDF for you to view and/or print.
The invoice Selection By option displays invoices according to your selection::

• All invoices
• Balance Due
• Collect
• Original
• Past Due
• Prepaid

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Column Sorts

Bills in the invoice manifest are sorted by pickup date on the basis of locations you have associated with your user ID in Customer Locations. To change the invoice sort, click an arrow underneath a column header. Arrows pointing up sort in ascending order. Arrows pointing down sort in descending order. The arrow you click turns blue to indicate the sort order you have selected.

• Pro Number
• Pick Up Date
• Payment Due
• Pay Terms (collect, then prepaid)
• Pending Corrections (pending corrections shown first)
• Not Yet Invoiced (not yet invoiced shown)

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