Topic
Invoices & payments
Invoices, payments, statements, card payments, COD and your subscription. 29 articles.
How-to guides
- Billing defaults and automatic invoicingDecide when invoices are created and how orders are grouped, set payment terms and reminders, and set the invoice footer, payment instructions and numbering.Company admin
- Card payments and StripeConnect your company's Stripe account so customers can pay invoices by card, follow the setup states, and see each card payment, its fees and refunds.Company admin
- Your plan, usage and limitsSee your NemiRoute plan and this month's order usage, upgrade or downgrade, update the card that pays for it, and learn what happens at a plan limit.Company admin
- Tax settingsTurn tax on for invoices, enter your registration numbers, choose which address decides the tax, and check the result with the calculator.Company admin
- Pay invoicesSee what you owe, pay one or several invoices by card, download receipts and statements, and let saved cards pay invoices on their due date.Customer portal
- 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.Finance
- 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.Finance
- 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.Finance
- 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.Finance
- 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.Finance
- 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.Finance
- 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.Finance
Page guides (14) · every field and button of a screen
- Billing defaultsEvery setting of Settings › Billing: the invoice cycle and grouping, minimum, PO numbers, payment terms, billing contact, credit limit rule, credit on account, auto-send, reminders and statements, invoice documents and numbering, and the accounting export mapping.Company admin
- Payments settingsConnect your Stripe account so customers can pay invoices online, follow the onboarding steps, and choose the payment options (bank debit, card surcharge) and see the fees per payment.Company admin
- Tax settingsEvery part of Settings › Tax: the tax switch, home province, place of supply, GST/HST, QST and PST registration numbers, what is taxable per category, rounding, tax-inclusive prices, the rates in use with overrides, and the Try it calculator.Company admin
- SubscriptionYour NemiRoute plan, this month's order usage and limit messages, plan changes, the card that pays, the billing contact and the billing history.Company admin
- InvoicesThe Invoices page of the portal: the amount due banner, the tabs, the invoice table, paying several invoices at once, the payment window, Payments & credit and the statement.Customer portal
- Invoice detailsOne invoice in the portal: its orders, amounts and tax, payments and receipts, print, download and pay, and the Confirming your payment page you return to after paying.Customer portal
- Saved cards and auto-payThe Saved cards & auto-pay page of the portal: saving a card or bank account, turning auto-pay on and off, failed automatic payments and removing a card.Customer portal
- 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.Finance
- 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.Finance
- Receivables agingOpen invoices by days past due: the bucket totals, the per-customer table, statements and the CSV export.Finance
- 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.Finance
- 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.Finance
- 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.Finance
- 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.Finance
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.Finance
- 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).Finance
- 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.Finance