The Accounts Receivable (AR) module within SmartPay enables members to access all invoices for loads completed on the platform in a single view.
Users can search for invoices and track received payments.
It’s a straightforward and efficient system designed to keep you informed of all your received payments for your work on the TEG platform.
Where can I find Accounts Receivable?
SmartPay comes readily equipped with Accounts Receivable. You can manage received invoices and process your payments for all loads completed on the TEG platform.
You can find Accounts Receivable under SmartPay in the navigation menu to the left of your desktop screen.
Bulk Actions
Bulk Actions are designed to make your invoicing process faster when dealing with multiple invoices and multiple load posters.
It’s easy to do, check out the simple steps below:
-
Initiate Bulk Actions: Begin by selecting the checkboxes next to each record you wish to modify. For an even quicker approach, hit the 'Select All' button to capture every record displayed on the page.
-
Choose Your Action: With your records selected, you're now able to choose between several bulk actions:
-
Instantly Download Documents: Securely download all your selected records in just one click.
-
Quickly Export Data: Convert transaction details into a CSV format for easy analysis or reporting.
-
Effortlessly Sync Invoices: If your accounting software is synchronized, you can send invoices directly to it in bulk.
-
Archive with Ease: Tidy up your workspace by archiving outdated records.
You can also bulk archive paid invoices into your archived folder and unarchive them just as easily.
An overview of all the tabs
SmartPay Accounts Receivable is where you can find all the information you need about current and past invoices. This is split into seven tabs:
-
Overview - a summary of all of your completed bookings and their statuses
-
All - a list of all invoices from ready to invoice to paid
-
Ready to invoice - completed loads that you haven’t yet invoiced for yet
-
Awaiting payment - invoices that have been sent but awaiting payment by the customer
-
Paid - invoices that have been paid
-
Customers - find all invoices relating to each of your current and past customers organised here where you can also easily sort the data and export to CSV.
-
Archive - details of any archived invoices