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Create Invoice

Table of Content

  1. Setup Billing Integration
  2. Synchronize Customers
  3. Create Single Invoice
  4. Create Bulk Invoices
  5. 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. Setup TMS Billing Integration

IMPARGO enables efficient bill creation through integration with external billing and bookkeeping systems. We offer standard integrations with platforms like LexOffice and SevDesk, and can also customize integrations with your ERP, TMS, or other cloud-based billing systems. For customized solutions, please contact our customer support.

To utilize our standard integrations for bill creation, a secure API connection with the external billing system needs to be established. For comprehensive setup instructions, please refer to IMPARGO’s billing integration guide.

 


2. Synchronize Customers For Billing

Once you've integrated IMPARGO with an external system, you can synchronize the IMPARGO customer database with that of the integrated system. This allows you to either create a new customer directly in the external system via IMPARGO or link an existing IMPARGO customer to a profile maintained in the external system.

Here's how to link customers to your TMS for automated billing:

Step 1: Access customer profile.
Open the customer table by clicking on the group icon (tooltip: "Customers") in the left sidebar. Then select "Edit Customer" or “Create Customer.”

Step 2: Create or synchronize customer.
Navigate to the “Billing Integration” section and select a contact from the external system.

  • If the customer already exists in the external system, select the customer contact from the external system to link with the IMPARGO customer.
  • If the customer does not exist in the external system, use the dropdown menu to select “+ Create new contact”. Enter the required information and click “Create contact”. IMPARGO will create a new customer contact in the external system through the interface, which will then be used for invoicing.

3. Create Single Invoice

You can generate either individual invoices for each order and customer (→ single invoice) or one invoice for multiple orders for the same customer (→ bulk invoice). If using the IMPARGO DriverApp, a link to Proof of Delivery (POD) is automatically included in the invoice description.

Here’s how to create a single invoice for transport orders:

Step 1: Access the Orders Module.
Click on the 'O' icon (Tooltip: “Orders”) on the left sidebar to open the → Orders Module.

Step 2: Initiate invoice creation.
Use the dropdown menu in the orders table or from the order detail view’s top right corner, and select “Create invoice”. An invoice overview will then be displayed.


Step 3: Verify invoice data.
In the preview modal, review and adjust details such as customer information, price, and invoice items as needed. If you would like to adapt or customize the data displayed within the positions please contact our customer support.

Step 4: Create invoice. 
Click “Save and create invoice”. A draft invoice will be generated in the connected billing system and the order status will be updated to "Invoice created".

 

Step 5: Manage invoice.
Finalize the invoice in the external system and send it to the customer. The invoice can be found in the “Events” Tab of the order. 


4. Create Bulk Invoice

Create one bulk invoice for multiple orders for the same customer. For example, if you want to create an invoice for all orders executed for one customer for one month. 

Here's how to create invoices in bulk for your transport orders:

Step 1: Access the Orders Module.
Click on the 'O' icon (Tooltip: “Orders”) on the left sidebar to open the → Orders Module.

Step 2: Select multiple orders.
Filter for a client and select multiple orders in the orders table by ticking the tickbox on the left side of the order. 

Step 3: Initiate invoice creation.
Click the invoice button appearing on the bottom of the table. Note that bulk invoices can only be created for a single customer at once.


Step 3: Verify invoice data.
In the preview modal, review and adjust details such as customer information, price, and invoice items as needed.

Step 4: Create invoice. 
Click “Save and create invoice”. A single draft invoice will be generated in the connected billing system and the order status will be updated to "Invoice created". Each order will be a position in the invoice.

 

Step 5: Manage invoice.
Finalise the invoice in the external system and send it to the customer. The invoice can be found in the “Events” Tab of the order. 

 


5. Customize Integration

Enhance your transport management system (TMS) with our customizable TMS integration solutions designed to streamline logistics operations. Our TMS seamlessly integrates with existing software, ensuring smooth data flow and improved efficiency. Tailor the integration to meet your unique business needs, whether it's connecting with ERP systems, telematics, or accounting software.

TMS Customization is available in two primary forms:

  1. 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.
  2. 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.

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