The invoice is the shipment’s own lines.
Month-end billing across every shipment on one screen. Supplier bills are allocated onto the job’s cost lines, credit notes and partial payments sit on the invoice, and what the two sides leave behind is that job’s profit — not a figure assembled afterwards from somewhere else.
One screen for the month, one record per job.
Every shipment that is ready is billed from a single screen rather than opened one at a time. Credit notes, partial payments and the balance stay on the invoice. Credit terms come from the customer card, and while an invoice is past those terms that customer’s delivery order is locked — and the lock names the invoice.
On the cost side, the supplier’s bill is allocated onto the cost lines of the jobs it covers, so a single carrier invoice across nine houses lands on nine jobs. The job P&L is then the two sides of the same record. With the Connect extension, invoices, credit notes and supplier bills go to QuickBooks both ways, and a payment read back marks the invoice paid.
| Line | Basis | Qty | Rate | Amount |
|---|---|---|---|---|
| Ocean freight, LCL8.000 CBM / 12,000 KGS · W/M = 12.000 | Per W/MRevenue ton, greater of W or M | 12.000 | 87.00 | 1,044.00 |
| Terminal handling, origin | Per shipment | 1 | 185.00 | 185.00 |
| Documentation | Per B/L | 1 | 65.00 | 65.00 |
| Pickup, Vernon CA | Per truck | 1 | 320.00 | 320.00 |
| Waiting at pickup90 min over 2 free hours · from the driver’s link | Per hour | 1.50 | 65.00 | 97.50 |
Billing — month end, then Job P&L, September on the demo company- On the month-end screen, tick the shipments that are ready and press the button once.
- Let the invoice numbers fill the column.
- Open one of them, then its Job P&L — stop on Profit 441.50, 25.8%.
A charge line proves itself.
Ocean LCL rates are filed in FMC tariffs as “per 1 Cubic Meter (M) or 1,000 Kilos (W), whichever yields the greater revenue”. A shipment of 8 CBM weighing 12,000 kilos therefore has a billing quantity of 12.000 W/M — not 8, and not 12 of anything that can be pointed at in the container.
The accident this prevents: writing 12.000 CBM on the invoice contradicts the 8 CBM on the bill of lading — an invoice inflated by half, sent to a customer who can read both documents. Writing 8.000 gives away four revenue tons. Both are one keystroke, and both are invisible on a printed invoice that shows only a quantity.
The line therefore carries its own inputs: 8.000 CBM / 12,000 KGS · W/M = 12.000 (Fig. 2). FCL does not pass through this at all — a container is a flat price rather than a weight or a volume, and it branches separately. The pounds-to-kilos constant exists in exactly one place in the code. Authority: 46 U.S.C. 41104(a)(2), 46 CFR 532.5 and 545.4.
A list that was cut must say it was cut.
On this system’s own demonstration data, 88 of 176 invoices displayed Lines 0. There were 1,955 lines. Nothing had failed loudly: a row cap had been hit and the screen drew the truncation as a fact about the invoice.
An invoice list is precisely where that is most expensive, because zero lines is a plausible number — a draft invoice can legitimately have none. Two of the twenty release checks (check_row_caps and check_rest_cap) therefore fail a build where a capped list does not say so, and a third (check_silent_errors) fails one that paints a zero over a read that did not finish.
This is billing rather than accounting.
A disputed invoice is welcome.
It is rebuilt from a quotation, a supplier bill is allocated across the jobs it covers, and the profit on each one is shown. 45 minutes, and the session ends with a written quotation.