Invoices and shipping papers, made without typing.
Invoices, packing slips, bills of lading and shipping labels are made from the order itself, with the right sales tax and details, so your team stops copying the same numbers into three systems.
Sound familiar?
- 1
The same details are typed into the invoice, the packing slip and the carrier’s website.
- 2
One small typo means a wrong invoice, or a shipment sent to the wrong dock.
- 3
Month-end is a scramble to match invoices with payments.
Watch it happen.
Packed to ship, 4:10 pm
- Carter Hardware, $18,400
- 6 pallets, LTL freight
- Going to Dallas, TX
Paperwork made
- InvoiceMade, with sales tax worked out.
- Packing slipsPrinted for all 6 pallets.
- Bill of ladingMade and sent to the carrier.
Ready before the truck is loaded.
A made-up example. Yours would use your own orders, systems and names.
How it works.
First
Goods are packed
The order, the customer and the shipping details are already in your system.
Then
Paperwork made for you
The invoice, packing slip, bill of lading and label are filled in and checked before they go out.
And so
Ready to ship
The paperwork is ready when the truck is, and every record matches at month-end.
A normal day, before and after.
Today:Goods packed. Paperwork not started.
Goods packed. Paperwork ready.
Today:A typo in the address. The shipment goes to the wrong dock.
Details came from the order, so there was no typo.
Today:Two days matching invoices with payments.
The records already match.
What changes.
Paperwork ready as soon as goods are packed.
Far fewer wrong invoices and re-sent shipments.
Records that match at month-end, without the scramble.
Once it runs, you can also…
- 1
See what every customer owes, at any time.
- 2
Send payment reminders without anyone chasing.
- 3
Hand your accountant clean records every month.
Works with what you already use
- QuickBooks
- NetSuite or your ERP
- UPS, FedEx and freight carriers
- Your billing software
- Excel
Not on the list? Tell us what you use. We work on the systems you already have.
Questions people ask
Do you replace our accountant or QuickBooks?
No. Your accountant and QuickBooks stay. We take away the copying between them and your shipping tools.
What if something does not match?
You see why straight away, fix it in one place, and send it again.
Who controls the logins?
You do. Only the people you choose can see or send invoices.
More we can take off your plate.
Tell us the job you would hand over first.
Book a free call with one of our engineers. Tell us what slows your team down, and we will show you what could change, and how it would feel.
- Free, 30 minutes
- About the work that slows your team down
- You leave with ideas you can use