INVOICING module

Invoice issuance automation

Issuing a large number of invoices, especially in the TMS sector, can be a time-consuming task. The module enables the generation of income and cost documents using advanced mechanisms, allowing for the issuance of collective or individual invoices – based on planned forwarding transactions, transport orders, and offers. Additionally, with a single click, documents for multiple clients can be generated simultaneously.

Generating invoices from operational data

In the PasCom system, we strive for maximum automation of repetitive user actions. In transport, issuing invoices for completed orders is an everyday task, and data is often duplicated first in the order and then on the invoice. The Invoicing module allows for automatic issuance of transport and forwarding invoices based on already entered data – without the need to re-enter the same information. In maritime forwarding, invoices are generated directly from files and their assigned containers. In transport, data is retrieved directly from executed orders, which significantly reduces manual work and the risk of errors.

The system supports both individual sales documents and mass settlements with contractors. The ability to issue invoices in Polish, English, and German enables efficient handling of international business relations.

Management of Forwarding and Transport Invoices

The module offers a wide range of functions enabling advanced management of forwarding and transport invoices:

• Linking invoices to orders – each invoice is created based on a specific transport or forwarding order, ensuring transparency and auditability of settlements
• Filtering services without invoices – identification of orders not included in the invoicing process helps avoid gaps in documentation
• Handling corrections and duplicates – the user can generate corrections, debit notes, and document duplicates within a single database
• Access to auxiliary documents – the system provides registers of income documents, service completion confirmations, and detailed settlements
• Integration with other modules – cooperation with cost and accounting document modules supports the continuity of financial processes within the PasCom system

Revenue Analysis and Control

Thanks to the ability to generate analyses based on actual operational data, the user can:

• Control the revenue structure
• Verify rate repeatability
• Identify differences between the value of services provided and the invoiced amounts

The Invoicing module is a tool that significantly streamlines financial processes in transport and forwarding companies, minimizing the number of manual operations and providing full control over financial documentation.