You can easily raise an invoice in SmartPay for your completed loads on the TEG platform. You can add additional items or edit your invoice within 24 hours of creation. After 24 hours your invoice is locked and in process for payment.
IN THIS ARTICLE
Raise an invoice
- Click the “Ready to invoice” tab from the menu bar
- View invoices grouped by supplier or click into the supplier to see individual entries.
- Click “View docs” to see the Order Details and POD.
- Click the document in the middle to create or upload an invoice. (Note that uploaded invoices will not be paid through SmartPay.)
- On the left is the invoice draft and on the right is where you can adjust your invoice charges.
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Change the date, add a reference number and add or edit your items. Once finished, you can select
- Save as Draft – keep your invoice in draft status if you want to make further changes.
- Create – send to your customers directly through SmartPay
- Create and email – to send an email copy to your customer
Once the invoice is created you have 24 hours to make further edits; provided the invoice hasn’t been archived. Learn more about invoice editing.
Go to “Awaiting Payment” to see the invoice in “Pending approval” status. Payments from customers using SmartPay will be processed at the end of the day and the invoice status will automatically move to “Paid”. If customers pay off platform you can manually select “Mark as Paid”.
Raise multiple invoices (batch invoicing)
- Click the “Ready to invoice” tab from the menu bar
- View invoices grouped by supplier or click into the supplier to see individual entries.
- Click the checkbox at the top invoice list.
- Select “Batch invoice”.
- Review all invoices side-by-side with the order details and PODs.
- Enter your customer reference number and review or edit your items.
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Once finished, you can select
- Save as Draft – keep your invoices in draft status if you want to make further changes.
- Create – send to your customers directly through SmartPay
- Create and email – to send an email copy to your customer
Once the invoice is created you have 24 hours to make further edits; provided the invoice hasn’t been archived. Learn more about invoice editing.
Go to “Awaiting Payment” to see the invoice in “Pending approval” status. Payments from customers using SmartPay will be processed at the end of the day and the invoice status will automatically move to “Paid”. If customers pay off platform you can manually select “Mark as Paid”.
Summary
- Easily upload a POD and raise an invoice right after your completed booking.
- Once created you’ll have 24 hours to make any changes to the invoice. After that you’ll have to create a supplementary invoice or credit note.
- SmartPay automatically tracks payment status – you'll know when you get paid.