The Billing & Invoicing section is designed to give you a clear, centralized view of your logistics spending. With this tool, you can simplify financial reconciliation, manage invoices more efficiently, and gain better visibility into your overall costs.
Things to keep in mind
The platform is currently optimized for desktop access, so the mobile experience may be limited.
Only users with Finance and Admin roles can access the Billing & Invoices tab.
At this time, invoices can only be exported as singular files.
View billing and invoicing
1. Log in to the Admin Portal. Visit Accessing & Navigating the Merchant Admin Portal page for more details on how to access.
2. Navigate to the Billing & Invoicing tab.
On this page, you can view a dashboard that displays account balances and the status of your invoices.
3. To view invoice details, click the Invoice # or the three-dot menu under Actions and select See Details.
4. From this page, you can view Line Items of the invoice, Activity History that will display information such as the creation date, when the invoice was sent, and when the invoice was paid. From this page, you can also download a copy of your invoice or pay the invoice directly.
Pay invoices
The Billing & Invoicing page will display the status of your invoices, including if you have overdue payments. To pay an invoice:
Under Actions, click the three dot menu and select Pay Now next to the invoice you would like to pay
Enter in the payment amount and select your method of payment from Credit Card, ACH Transfer, or Wire Transfer.
Click Pay when you are ready to submit.
See video demo below:
Export invoices
You may want to save and retain copies of your invoices. To export your Billing & Invoicing data:
Next to the invoice you would like to export, select the three dot menu under Actions.
Click Export.
A .zip file will be saved to your computer including the invoice and shipping logs.
To export multiple files:
Select the checkbox next to each invoice you would like to export.
Click the Export button in the right-hand corner under All Invoices.
Select whether you would like to export Invoice Data, Shipping Logs, or Complete Archive.
A .zip file will be saved to your computer with the information you requested.
Need more help?
The Contact Finance Team button allows you to email Finance directly for billing/invoicing concerns.