Invoice Checker

Modified on Thu, 6 Mar at 2:35 PM

General Feature Information

Feature Name: Invoice Checker

Feature Overview:

OTO offers a feature that allows you to compare your shipping carrier's invoices with the shipments created on the OTO dashboard, ensuring financial accuracy. The invoice checker tool enables you to verify the price charged by your shipping carrier against the rates configured in the system. Additionally, it tracks the collected COD amounts, if applicable.

Prerequisites

To use the invoice checker, you must first configure your shipping prices on the OTO dashboard. If you haven’t done this yet, click the following link for detailed instructions on how to add your prices. (Insert Shipping Prices Article Link Here)

How to Use the Feature

Step-by-Step Instructions

To Access the Invoice Checker

Navigate to Settings > Shipping Prices from the side bar

Click on the Invoice Checker button on the top right of the page

This will open the invoice upload page. To download the template, click on “Download Template”. To upload an invoice, fill in the template with the required information, then drag and drop the file or upload it by browsing your computer files. You can also add a description to provide a reference for what the upload includes. For example, "Aramex Invoice - December 2024."

Filling the Invoice Checker template form

Step-by-Step Instructions:

Fill in the required information (Any field in Red, denotes that it's a mandatory field)

Shipment Number: This is the shipment number of the delivery carrier you are using
Order Number: This is the OTO order number which you can find on your shipments page
Origin City: The city of your warehouse
Destination City: The recipients city
Weight: The chargeable weight of the shipment (The higher of the actual and volumetric weight)
Total Cost: The cost as per the delivery company invoice
COD: The amount of COD collected as per the delivery company invoice

Uploading the Invoice Checker template form

After adding the file and description to the invoice checker upload page, click on “Upload File”

To check on the invoice you just uploaded, navigate to the “Invoice Checker History” tab from the same page. You will find a record of all uploads you have made. You can simply click on the “Download” button next to the record you want to check, to download the full result file of your upload.

Reading the Invoice Checker result file

The result file will provide you with all the comparisons between your configuration and the invoice from the delivery company. You can compare and check the weight, package count, cost or COD differences.

Troubleshooting and FAQs

Common Issues and Solutions:

FAQs: