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Invoices that come from the job, not from a blank template

Generate an invoice against the shipment record that already holds the parties, the lane and the agreed rate. Nothing is re-typed, so nothing drifts between the bill of lading and the bill.

Build an invoice, here, now

This is the real invoice form, running in your browser on sample data. Nothing here is saved, sent or downloaded — there is no account behind it and no request leaves this page.

Edit any field. Add or remove lines and watch the total at the foot of step two. Reload the page and the sample comes back exactly as it was.

Invoices — new invoiceExample— this panel is an illustration, not real customer data

Who is this invoice for?

In the product these arrive from the awarded job. Here they are sample values you can edit.

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Step 1 of 4: Who is this invoice for?

What the invoice counts overdue against.

The product's own form and validation rules, on sample values. Nothing is saved, sent or downloaded.

What it changes

No re-keying, so no drift

Client, lane and agreed rate come from the awarded job. The figure on the invoice is the figure that was quoted, because it is the same record.
Document lineageExample— this panel is an illustration, not real customer data

Hover or focus any document to see what the three of them share.

The reference and the lane are entered once, on the inquiry. The bill of lading and the invoice read them; nobody re-keys a port.
  • Overdue is impossible to miss

    Anything past its due date surfaces on the dashboard the moment you sign in, with the amount and how many days late.

  • A status you can act on

    Draft, sent, paid, overdue — each with the action that belongs to it, so an invoice is never stuck because nobody knew whose turn it was.

  • Send reminders in bulk

    Select the invoices that need chasing and notify every client in one action, rather than opening each one.

  • A PDF the client recognises

    Download or send a properly formatted invoice with your branding, generated from the same data the platform holds.

  • Linked to the paperwork

    Invoices attach to their bill of lading, so a query about a charge lands on the document that explains it.

What you get

Setting up
  • Generate an invoice from an awarded job in one step
  • Line items with quantity and unit price, totalled as you type
  • Configurable tax rate per invoice
  • Your own branding on the generated document
Day to day
  • Status tracking: draft, sent, paid, overdue, cancelled
  • Search by invoice number, client or email
  • Bulk notification to chase several clients at once
  • Due-date visibility on the operations dashboard
Reporting
  • Totals by status, exact at any volume
  • Outstanding and overdue figures at a glance
  • PDF download for records or accounting handover
  • Full history of status changes on every invoice

What it looks like in the product

  • Record lineageExample— this panel is an illustration, not real customer data

    Hover or focus any document to see what the three of them share.

    The reference and the lane are entered once, on the inquiry. The bill of lading and the invoice read them; nobody re-keys a port.

    The invoice starts from the job

    Client, lane and agreed figure are already on the record that produced the work, so the invoice is a step rather than a re-entry exercise.

  • Invoice statusExample— this panel is an illustration, not real customer data
    • DraftWritten, not yet with the clientEdit and send
    • SentWith the client, inside termsMark paid when it clears
    • PaidSettled and closedDownload the PDF for your records
    • OverduePast the due date, unpaidSend a reminder
    Four states, four actions. The state an invoice is in is also the instruction for what to do with it.

    The total is visible while you type

    Line items, tax and total sit together at the foot of the step you are editing, not on a summary screen two clicks later.

  • Invoice statusExample— this panel is an illustration, not real customer data
    • DraftWritten, not yet with the clientEdit and send
    • SentWith the client, inside termsMark paid when it clears
    • PaidSettled and closedDownload the PDF for your records
    • OverduePast the due date, unpaidSend a reminder
    Four states, four actions. The state an invoice is in is also the instruction for what to do with it.

    Overdue is a state, not a memory

    Draft, sent, paid and overdue each carry the action that belongs to them, so what needs chasing is a filter rather than a spreadsheet somebody keeps.

How it works

  1. Start from the job

    Open an awarded shipment and raise an invoice against it. The client, the lane and the agreed rate are already there.

  2. Add the lines

    Freight, surcharges, handling — a line each, with the running total in view while you work rather than at the end of a scroll.

  3. Send it

    Mark it sent and notify the client. The invoice moves out of draft and starts counting against its due date.

  4. Chase what is late

    Overdue invoices surface on the dashboard with the amount and the number of days. Select several and remind them all at once.

  5. Reconcile

    Mark as paid. Because the invoice is tied to the originating job, reconciliation is against a real shipment rather than a reference number in a spreadsheet.

Questions

Bill from the shipment, not from memory

Raise an invoice against the job that produced it and chase what is overdue before the client has to ask.

Free for 14 days.