After you click the "Start Invoicing" button in the "Batches" menu, the system will generate the invoice within approximately 10 minutes.
A PDF version and a matching spreadsheet report will be emailed to you. Payment instructions can be found at the bottom of the PDF.
Overview
The Invoices section in the Billing Center provides a consolidated view of all invoices generated for billing purposes. It includes summary panels for quick insights and detailed tables for invoice-level information. This section is divided into two tabs:
Invoices: Displays invoices generated in the current Billing Center system.
Previous System: Displays historical invoices from the previous system i.e. from the RecovR portal before the cut-off date.
Summary Panels
At the top of the page, the following summary panels are displayed:
Total Charges This Month
Shows total charges for the current month, including breakdowns by:
RecovR Locators
RecovR Tags
Lost Locators
Includes total amount with taxes.
Total Credits This Month
Displays total credits applied during the current month.
Shows "No Open Credits" if none exist.
Service Fees
Displays any open service fees.
Shows "No Open Service Fees" if none exist.
Open Amounts
Provides a summary of outstanding amounts:
Total: Combined open amount.
Open: Amount currently unpaid.
Overdue: Amount past due date.
Partially Paid: Amount partially settled.
Open Amounts (Previous System)
Displays outstanding amounts from the previous system:
Total
Not Paid
Overpaid
Partially Paid
Notes :
The Previous System tab/information is dynamic i.e only visible, if such such records exists.
Tabs
Invoices: Displays invoices generated in the current system.
Previous System: Displays historical invoices from the previous system.
Columns in Invoices Table
Column | Description |
Invoice ID | Unique identifier for the invoice. |
Location | Location associated with the invoice. |
External ID | External reference ID for tracking. |
Creation Date | Date when the invoice was created. |
Due Date | Date by which payment is due. |
Type | Indicates the type of invoice (e.g., User Remittance). |
Status | Current status of the invoice (e.g., Open, Paid, Overdue). |
Total Amount (excl. taxes) | Invoice amount excluding taxes. |
Taxes | Tax amount applied to the invoice. |
Balance Due | Outstanding balance on the invoice. |
Currency | Currency in which the invoice is billed (e.g., CAD, USD). |
Columns in Previous System Table
Includes additional details such as:
Month
Invoice ID
Total
Paid
Status
Detailed breakdown of items billed (e.g., Locators, Tags, Lost Devices).
Actions Available
Invoice Information: Invoice total, balance due, invoice date, and due date.
Charges: Breakdown of charges including RecovR Locators and Tags with quantities and amounts.
Status: Current invoice status and payment status.
Line Items Table: Detailed view of all items included in the invoice (Stock #, VIN, Locator ID, Buyer Name, Sale Date, Products, Sales Type, State, Bill To, Line Status).
Download Invoice: Button to download the invoice in PDF format.
Sorting and Filtering
Sort By: Allows sorting invoices by Creation Date or other fields.
Applied Filters: Filters can be applied to narrow down invoices based on status, location, or type.
Key Notes
Summary panels provide quick insights into charges, credits, and outstanding amounts.
Status indicators:
Open: Invoice is active and unpaid.
Paid: Invoice has been settled.
Partially Paid: Invoice is partially settled.
Overdue: Invoice is overdue.
Ensure timely payment to avoid overdue status.
Simple Navigation Flow
You can also navigate to the "Invoices" menu to view the history of invoices the system generated for your Company. In this menu, you can:
Follow up on the open invoices by clicking the specific invoice line to view its details.
Complete the payment details by clicking on the "manage payment button on the top right.
Download the Invoice PDF file and the list of the VINs linked to it.
Manage disputes in specific lines of this corresponding invoice.
Important:
Once an invoice is generated, its line items are locked and cannot be modified. If corrections are needed, you may request a Credit Note; however, the original invoice must be paid in full before the credit can be issued. To avoid this, remove any incorrect line items from the batch before invoicing.