Andrés
Invoicing and collections
In trainingThere is always a gap between what was quoted and what happened: a surcharge that came later, a demurrage, a service never rendered. Andrés is learning to invoice from what the shipment recorded and to chase what is already overdue.
In training: not working in production yet. Whatever it already does today is marked as such; the rest is the job it is being prepared for. We will tell you when it starts.
Invoices from what actually happened on the shipment, reconciles payments and chases what is overdue.
Takes what actually happened — charges, surcharges and services recorded — not only what the quote said.
Puts the difference in plain sight, with its reason, before the invoice goes out.
Matches what was paid against what was invoiced and flags what does not tie.
Keeps the receivables count and prepares the collection for anything past its date.
Invoicing and collections
| Ref | Amount | Unapplied | Status |
|---|---|---|---|
| PAG-000311 | 2,830.00 | 0.00 | Recorded |
| PAG-000309 | 1,500.00 | 550.00 | Recorded |
| PAG-000304 | 3,380.00 | 3,380.00 | Recorded |
Illustrative data. A payment always needs its own approval.
Illustrative screens and data from the Flettia portal.
No. He is in training. Only Clara and Leo are working today; we will tell you when Andrés starts.
The connection is agreed during implementation, depending on the system you use. What exists today is the shipment record the invoice will come from.
A person on your team. Andrés puts it in sight with its reason; charging it or not is a commercial decision.
Book 30 minutes with one of your own shipments and we'll show you the agents working on it.
