Discover how to optimize billing in your transport business using the IMPARGO Order Management System. Our platform offers robust features for automation, which minimizes manual input and errors, and customization, allowing invoices to be tailored to specific business operations. Seamless integration with existing billing systems ensures a smooth automated data flow, enhancing efficiency. This guide will lead you through the steps from initial software integration to post-creation invoice management, ensuring a streamlined billing process that aligns with your operational needs.
1. General Overview
Integrate your invoicing and accounting systems digitally with IMPARGO to automate your entire invoice creation process. This integration facilitates seamless, efficient management of financial tasks, and includes:
Automatic invoice generation
Synchronization of customer and address data
Transfer of detailed order specifics (prices, load specifics, stops)
Proof-of-delivery transfers
Options for single or bulk invoice creation for multiple orders
Single Invoices: Suitable for businesses handling distinct shipments, each warranting separate billing and detailed tracking.
Collective/Bulk Invoices: Optimized for regular, smaller orders, allowing consolidation into fewer invoices to streamline payments and reduce administrative costs. All orders in a bulk invoice must use the same price currency.
Multi-Currency Compatibility:
SevDesk: supports invoices in foreign currencies — the order's price and currency are transferred to the invoice.
Lexware Office (formerly lexoffice): currently supports euro invoices only.
⚠ Warning
If the connected billing tool does not support multi-currency, invoices can only be created in euros.
Access and Pricing:
Required: IMPARGO business plan and a subscription to the billing software.
Note: Standard integrations like SevDesk and Lexware Office include no additional charges. Custom integrations may incur setup fees.
More information on pricing and plans is available on the IMPARGO pricing page.
The setup process depends on your chosen billing software. Here's how to integrate with Lexware Office and SevDesk:
Setting up Lexware Office integration
Create a "key" under Lexware Office API and share it with the IMPARGO customer service team.
Setting up SevDesk integration
Create an API key under SevDesk API and send it to the IMPARGO customer service team.
3. Customize Integration
Customization is available in two primary forms:
System Integration: Connect your existing systems that are not yet integrated. Ask us and we will provide you an offer to integrate your current systems.
Invoice Customization: Modify the elements of an invoice. This includes the addition or removal of data. For instance, you may add custom fields to invoice positions, such as an "Invoice Note," or define specific "unit names" used for invoicing (the default unit is "1 x Transportation").