Week 1
Week 1
Week 1
🧾 Invoices — Override the Bill-To on Orders and Charges
You can now redirect who gets invoiced for an order's charges to a different billing company, without changing the operational customer on the order itself. Set a default bill-to per customer so new orders route automatically, or override the bill-to in bulk across a batch of orders, or on a single charge, whenever a shared rate card or a separate legal entity needs its own invoice recipient.
What's included:
Default bill-to field per customer for new orders
Bulk override across multiple selected orders
Per-charge override for one-off cases
🧾 Invoices — Auto-Complete Purchase Invoice Uploads for Self-Bills
When Qargo generates the invoice on a subcontractor's behalf, the purchase invoice flow no longer stalls at the Upload purchase invoice task. A new Self-bill document type satisfies that task automatically, so Post purchase invoice and Mark as paid become available with no manual upload needed. If charges are invoiced entirely outside Qargo, you can also mark them as Invoiced externally from the Trips to bill charge view, with no purchase invoice document required at all.
What's included:
New Self-bill document type, configured per subcontractor
Upload purchase invoice task auto-completes once a Self-bill is generated
Invoiced externally action for charges handled outside Qargo
📦 Rates - New package size conditions
On the Goods (ordered) / Predefined package size + packaging type condition in the Edit price modal, select the In or Not in operator.
Conditions are evaluated per cargo line, so In and Not in match packaging types within a single cargo line, not across different lines on an order.
To set this up:
NAVIGATE to Rates > Rate card customers and open the relevant rate card.
OPEN the Edit price modal and add or edit a Predefined package size + packaging type condition.
SELECT the In or Not in operator.
CONFIGURE the Value field, now a multi-select, and choose the list of packaging types to match.
🧮 Purchase Invoices — Consolidating Fixed Resource Costs Across Trips
You can now split a fixed daily or weekly resource cost evenly across every trip that shares the same resource and day or week, instead of the full cost being applied to each trip individually. A new Consolidation: split fixed cost over trips setting on cost rate cards (under Rates > Internal Costs or Subcontractor Costs) makes this possible, fixing a long-standing profitability blind spot where a driver running several trips in a day had their cost counted multiple times over.
What's included:
New consolidation setting on internal and subcontractor cost rate cards
Four grouping options - same start date, same end date, same start week, or same end week
Split amount shown directly in the Resource costs section on each trip
⚠️ Custom exports — Partial Export Warning
When an export from any list page - Orders, Trips, Invoices, Credit notes, or a custom export - would be cut off because the result set is bigger than the limit, you'll now see a clear warning before it downloads. This closes a gap where a truncated file could look complete, leaving you to spot the missing records only once the numbers stopped adding up. Choose Export anyway for the partial file, or Cancel to narrow your filters or switch to a custom export for the full data set.
📄 Customer portal — Invoices and Credit Notes on the Customer Portal
Your customers can now view and download their invoices and credit notes straight from the customer portal, complete with the charge breakdown and the PDF, once you switch on the relevant toggles. That means fewer requests for invoice copies landing in your inbox, since customers can retrieve everything themselves as soon as an invoice leaves Draft status.
What's included:
Show charges and Show invoices toggles per customer
Invoice and Credit note document types exposed via Documents configuration
Line-item charge breakdown and a downloadable PDF in the invoice detail view
📍Customer portal — Share Planned & Actual Trip Times on the Portal
You can now control which trips share their planned and actual times on the customer portal, by enabling a flag on the trip task that triggers it. Once enabled, the portal shows the planned time before a trip is confirmed (tagged to confirm), then the exact completed time once a stop is done, so customers only ever see times you trust.
📊 Customer portal — Excel and CSV Order Exports
Portal users can now export their order list directly from the customer portal as a CSV or Excel file, using any export template you've enabled for portal use. This gives your customers a way to pull their own order data into their own systems and reports, without screenshotting the screen or asking your operations team to run a manual export.
What's included:
Export respects the filters already applied on the Orders list
Larger exports are delivered by email instead of a direct browser download