Courier company · Invoices and reports

Charges

Amount and payment status per order, marking as paid, statements and service statements, Excel and accounting export.

A charge is the amount to be collected from the customer for an order. The Accounting › Charges page lists each order's amount, VAT, payment status and invoice status in one place.

Step by step

1. Open Accounting › Charges from the left menu.
2. Filter the list with Status (All, Unpaid, Paid), Start and End. The record count, Total and Unpaid amounts appear at the top right.
3. To see one customer's charges, click their name in the Payer column. Click Remove customer filter to clear it.
4. Tick the orders you have been paid for and click Mark as paid. If you marked one by mistake, use Mark as unpaid.
5. To add a note to an order, click the pencil icon in the Description column, type it and click Save.

Documents and exports

• Service statement: the PDF icon next to the order number downloads a statement for that order; the envelope icon sends it by email.
• Statement (PDF): first select a customer plus Start and End dates; only then does the button become active. Send statement emails the same statement.
• In the email window, if Recipient email is left empty, the address on the customer record is used. You can see the delivery result in Administration › Notification log.
• Excel (CSV): downloads the list with your filters applied.
• Accounting export: downloads sales lines for import into accounting software such as Logo, Mikro or Paraşüt (account code, tax ID, net amount, VAT).

Good to know

• Amounts come from the price recorded with the order; they are not recalculated here.
• Orders showing Prepaid in the payment column were paid from the prepaid balance; marking as paid/unpaid skips them. See Prepaid balances.
• When a customer pays online, the related orders become Paid automatically. See Online payments.
• Issue invoice creates an e-Invoice/e-Archive for the selected orders. See Invoices.
• If you have several branches, the list follows the branch selected in the top bar.

Having trouble?

• No Mark as paid or Issue invoice buttons: you don't have permission to manage charges. The Accounting role and the company owner can do this.
• Statement button is greyed out: a customer, a start date and an end date must all be selected.
• Excel export failed: at most 20,000 rows can be exported; narrow the date range.