Select the Vendor/Carrier that is doing the delivery
2
Click New transaction
3
Click Bill
4
Choose CATEGORY: CARRIER EXPENSE
Make sure not to use CARRIER INCOME!!!
5
Add a description if applicable
6
The Bill # should be the TRIP# in SMS
7
Enter the TOTAL AMOUNT OF THE CARRIER CHARGES
Not the NET about...the TOTAL AMOUNT
8
Click on Drag/Drop files here or click the icon
UPLOAD A COPY OF THE LOADSHEET TO THE BILL
9
Click Save and close
This completes the creation of the BILL (ie, the amount charged by the carrier)
10
Next is the CREDIT
We add CREDITS when the CARRIER is collecting payment from our customer and keeping it
11
Click New Transaction-->Vendor Credit
12
For Category, it's "Sales"
The REF no. Should also be entered with the same trip # as the bill and SMS
13
Enter the TOTAL of the balances the carrier is collecting
You can also upload the LOAD SHEET to the CREDIT MEMO so that the paper trail is complete
14
Click Save and close
Well done!
Create how-to guides like this in a snap. Get Tango now.
Press space bar to start a drag.
When dragging you can use the arrow keys to move the item around and escape to cancel.
Some screen readers may require you to be in focus mode or to use your pass through key
