Invoices

To print an invoice you MUST complete Billing for all invoices and Pickups and Delivery of all standard invoices (invoices for loads). Once the data has been entered click the Invoice button located on the Delivery toolbar to print the invoice. You can also click the Reports button located on the Pickups toolbar to print the invoice. Invoices can be printed, or transferred to Accounts Receivable.  For details on the different types of invoicing (Customer Statement, Sub-Pros, etc) see REPORTS - INVOICE REPORT.

Print Options:

Enter a number for the number of copies to print. For example, to print 3 copies enter 3.

To Use Your Own Header:

If you wish to use your own header information for the invoices you MUST use your own letterhead paper. To use your own letterhead paper to print the invoice click the Reports button located on the Pickups toolbar.

1. From the Reporter menu bar choose Edit.

2. From the Edit pulldown menu choose Header Lines. The Header dialog box is displayed.

3. Enter the number of lines to allow for your personal header.

To Find Invoices That Have Been Printed:

Invoice numbers are entered and recorded in Income & Expenses using the special Invoice field. To find a particular invoice number display the Income & Expenses window.

1. Click the Find button. The Find dialog box is displayed.

2. Enter 11 and press OK. A second Find dialog box is displayed.

3. Enter the Invoice Number you wish to search.

See also Advances and Credits to include Advances you receive on your invoices.

Invoice Settings:

1. To add or delete data from the invoices choose Utilities from The Truckers Helper Main menu bar.

2. From the Utilities pulldown menu choose Program Options. The Truckers Helper Preferences window is displayed.

3. Select the tab labeled Billing/Invoices. Under Invoice Settings select the appropriate check box to turn the feature ON.

4. There are a number of options for Invoicing which you can set in Invoice Settings.

• Header Off - If you are using your own letterhead paper check this option to turn OFF The Truckers Helper program header.

• Invoices Show All - Check this option to have The Truckers Helper print all the data entered in Billing.

• Use ProNumber as Invoice Number - Check this option and The Truckers Helper will use the Load ProNumber as the Invoice number.

• Use Second Address on Invoice - Check this option to have The Truckers Helper use your second address on the invoice (the header address).

• Include ProMemo On Invoice - Check this option and the data you entered in ProNotes will be printed on the invoice.

• Print Attention Field - Check this option to have the program print the Contact Name from the Address Book on the invoice.

Remit To Address:
If you have an alternate payment address, a factoring company for example, you can have a REMIT TO: address printed at the bottom of the invoice. To do this add the company to your address book and assign them a Customer ID# of "remitto". The program will look for this Customer ID# and will print it on ALL INVOICES if it exists. To stop it for printing on invoices delete it from the address book, or change the Customer ID# for it.

Invoice Error Messages:

Invoice Error - If The Truckers Helper discovers an error or missing data in a trip field while trying to setup the invoice, an error message is displayed indicating the ProNumber for that trip. The program skips the invoice process and resumes with the next invoice.

Accounts Receivable Error - If The Truckers Helper detects a receivable in the accounting section for the ProNumber you are trying to import, a message is displayed indicating the receivable has already been created and asking you if you want to re-export it at the current amount. Select YES to re-export the A/R.

Note: These are the only two identified errors The Truckers Helper expects you to encounter. If you get any other errors, such as "Unexpected Error", please contact us for assistance..