Finance
I handle invoices and pay
Invoices, payments, statements, COD cash, driver pay and payroll. 30 articles.
Start here
- Setup pathA month in financeThe finance routine in NemiRoute, day by day, week by week and at month-end: payments, COD cash, unbilled orders, invoices, reminders, payroll, tax and the export to your accounting software.4 min read
- How-toCreate and send invoicesBill a customer's delivered orders plus any fees or discounts, check the draft, send or finalize it, print it and chase payment.3 min read
- How-toFind delivered orders that are not invoicedSee which customers have delivered orders that are not on an invoice yet, and bill them in a few clicks.2 min read
- How-toRecord and reverse paymentsRecord cheques, bank transfers and cash on one or several invoices, send receipts, undo a payment recorded by mistake and find any payment.2 min read
Getting started
Whole topic, all rolesInvoices & payments
Whole topic, all rolesHow-to guides
- Export to QuickBooks, Xero or a spreadsheetDownload invoices or payments for a period as a CSV laid out for the QuickBooks Online or Xero importer, and find the other CSV exports.
- Collect cash on delivery from driversSee which driver holds how much COD cash, receive it when they hand it in, and sort out shortfalls and disputes.
- Create and send invoicesBill a customer's delivered orders plus any fees or discounts, check the draft, send or finalize it, print it and chase payment.
- Give credit with a credit noteIssue a numbered credit note to a customer, apply it to an open invoice, and use their credit balance on later invoices.
- Record and reverse paymentsRecord cheques, bank transfers and cash on one or several invoices, send receipts, undo a payment recorded by mistake and find any payment.
- Aging report and customer statementsSee who owes what and how late, open the invoices behind each amount, and print, download or email a statement of account.
- Find delivered orders that are not invoicedSee which customers have delivered orders that are not on an invoice yet, and bill them in a few clicks.
Page guides (7) · every field and button of a screen
- COD cashCash on delivery from collection to hand-in: the totals, the Cash in hand, Collections, Exceptions and Remittances tabs, receiving cash, disputes, shortfalls, short payments and COD settings.
- InvoicesEvery part of the invoice list: totals, quick filters, days-past-due chips, the table, bulk actions, the Unbilled orders tab and the billing tools menu.
- Receivables agingOpen invoices by days past due: the bucket totals, the per-customer table, statements and the CSV export.
- Invoice detailOne invoice end to end: its status, every action (send, finalize, record payment, apply credit, credit note, reminder, statement, void, delete, PDF), the payments list, amounts with tax, details and history.
- New and edit invoice formEvery field of the invoice form: customer, dates and terms, PO and service period, the orders to bill, fees, discounts and % lines, and the summary.
- Invoice paymentsEvery payment against invoices in one list (card, cheque, transfer, cash and credit), with receipts, filters, the CSV export and the Record payment dialog that spreads one payment over several invoices.
- Card paymentsWhat customers paid by card or bank debit online, the fees taken, refunds and disputes, and what reaches your Stripe balance, with the per-payment ledger and refunds.
Concepts
- How driver network jobs are chargedWhat leaves your network wallet when a network driver delivers, what stays reserved while a job is open, how top-ups, the monthly cap and the low-balance warning work, and how cash collected by a network driver reaches your customer.
- Worked examples - cash on delivery and card paymentsReal numbers for cash collected at the door (short payments, who carries the loss, short remittances, aging) and for card payments (overpayments held as credit, refunds, voids, fees, net to you and the card surcharge).
- Worked examples - tax, invoices and paymentsReal numbers for GST/HST and QST by province, rounding, tax-included prices, exemptions, credit notes, due dates, early-payment discounts, aging, how a payment is spread, statements, credit limits and your own subscription bill.
Driver & staff pay
Whole topic, all rolesHow-to guides
- Route, outcome and conditional payPay drivers per stop, package or route, for failed attempts, returns and late cancellations, only under conditions, split between pickup and delivery drivers, and pass tips on in full.
- Pay periods and statementsClose a pay period, review and fix driver and staff statements, approve, record the payment and export to your payroll system.
- Set up driver pay plansBuild a pay plan from components and modifiers, pay different rates for own and company vehicles, try it in the simulator, assign it to groups of drivers and publish new versions.
- Pay dispatchers and office staffPay team members a salary per pay period, logged hours and a rate for every order they handle, with tiers, bonuses and their own statements.
Page guides
- PayrollPay periods and their totals, creating a period, team pay this month, recurring adjustments, payee companies and every tab of Payroll settings (schedules, hours and overtime, exports).
- Pay period detailOne pay period from open to paid: close it, generate and review statements, resolve disputes, add adjustments, log hours, approve, export, email and mark it paid.
- Pay plansThe list of driver and staff pay plans, what each one pays, its current version and how many assignments it has.
- Pay plan editorEvery part of a driver or staff pay plan: units, each pay component type and its fields, modifiers and bonuses, "Only when…" conditions, the pickup and delivery split, the vehicle allowance, the simulator, versions and assignments.
Concepts
Concepts & glossary
Whole topic, all rolesTroubleshooting
Whole topic, all rolesTroubleshooting
- Billing and payments troubleshootingAn order isn't on any invoice, an automatic run skipped a customer, tax is missing, a card payment isn't showing or payroll won't close? Find the symptom, why it happens and the fix.
- Money error messages explainedThe messages you can get when you void, edit or pay an invoice, record or refund a payment, receive cash on delivery, run payroll, change companies or your own plan: what each one means and what to do next.