Introduction
On UPN, you can download both the self bills and the cost invoices:
You need to make sure that you download the excel files:
Self bill invoices
When you download a self bill invoice, then you get an excel file with the following information:
Make sure to put the amount column to format number:
So that it appears as below:
You then need to go to invoices and press create invoice:
Then click on upload spreadsheet:
You can then copy paste the data from the spreadsheet on the right side and then select:
Customer: UPN
Reference column: Con No.
Charge amount: Amount
See example below:
At the bottom left, you get an overview of the references that were not found:
You can click on the search icon to search for this reference, you need to correct the reference in the order so that we can find it with the matching and then press rescan spreadsheet.
You can then save the invoice which will create the invoice that you can send to UPN.
You also have a functionality that allows you to easily correct all the amounts in Qargo with the correct amounts from the CSV file.
Cost invoices
The cost invoices functionality is not available yet but coming soon.