Confirming an Invoice

View & Check Unconfirmed Data

Navigate to Accounting > Overview > View Unconfirmed Invoice Items

Select the client & click view:

You can enter a date range for the invoice and select to filter results.

Then you can scroll down to view the line by line breakdown  - where you can choose to expand the amount of rows displayed, export to excel and edit the figures if you need to:

Confirm Invoice

Once you are happy with the figures - enter a reference for the invoice and click create:

Sending Invoice to Customer

Once you have confirmed the invoice - this data still needs to get to your accounting platform.

If you have connected one of our accounting integrations then you can hit the button to "Create Invoice in Accounting Integration"

If you do not have a connected accounting platform, then you will need to manually supply this data to your accounts platform.

The invoice summaries report may help you do this in bulk for several clients:

Reports > 3PL Accounting Reports > Invoice Summary Report

https://om.mintsoft.co.uk/Reports/InvoiceSummaries