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Invoicing & Accounting Software

Table of Content

  1. General Overview
  2. Setup Billing Integration
  3. Customize Integration

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

Key Benefits:

  • Reduced Manual Entry: Streamline your invoicing processes by minimizing manual data entry.
  • Efficient Invoice Creation: Accelerate your billing cycle with automated invoice generation.
  • Accurate and Flexible: Achieve precise and adaptable invoicing tailored to your business needs.

Enhanced Operational Efficiency:

  • Error Reduction: Prevents data duplication and enhances billing accuracy.
  • Customer Management: Easily manage customer profiles and updates, fostering business growth.
  • Efficient Synchronization: Syncs customer details directly with billing systems to enhance efficiency and reduce errors.
  • Reliable Billing: Ensures timely and accurate billing, improving client relationships.
  • Scalability: Manages increasing customer volumes effortlessly.

Invoice Types:

  • 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.

Access and Pricing:

  • Required: IMPARGO business plan and a subscription to the billing software.
  • Note: Standard integrations like SevDesk and Lexoffice include no additional charges. Custom integrations may incur setup fees.
  • More information on pricing and plans is available on the IMPARGO pricing page.

For further details on billing integrations, refer to the documentation about creating invoices and the IMPARGO customer service team for assistance with other billing and accounting software options.

 

 


2. Setup Billing Integration

The setup process depends on your chosen billing software. Here's how to integrate with Lexoffice and SevDesk:

Setting up Lexoffice integration

 Create a "key" under Lexoffice 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").

For assistance with other billing and accounting software, please contact the IMPARGO customer service team.

Managing Master Data

Telematics Systems

Join the CargoApps platform with:

  • a truck route planner
  • a toll calculation tool
  • a vehicle cost calculator
  • and a telematics system

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