Field Invoicing. 

RouteStar seamlessly ties into QuickBooks.

Any invoices in QuickBooks will automatically sync to RouteStar and any invoices created or completed in RouteStar automatically sync to QuickBooks.

1

Know the progress of your drivers at all times. 

View in real-time the status of your drivers as they complete stops for the day. 

View pending invoices to see what routes have completed invoices for the day. From the invoice menu, you can also create an invoice, view closed invoices, view payments, recurring payments, memorized transactions, view bills and up-sell lists.



real time service stats of drivers

2

Invoice Detail.

From within the invoice detail you can email the customer or print an invoice. You can also view customer signature and any notes or pictures the driver might have included. From the invoice detail you can also:

  • Post a single invoice or batch to QuickBooks.
  • See what warehouse the items came from.
  • View any payments entered in the field of enter a payment from the invoice detail screen.
  • View the invoice activity which takes you through the life cycle of an invoice from creation to completion and geo-locates every step. 
  • Post an invoice with the click of a button. 
desktop invoice detail

3

Batch post invoices.

If you have numerous deliveries and you want them all to appear on one invoice you can batch post the invoices.

post invoice prompt  screen

4

Auto-generate invoices.

Auto generated invoicing looks at the route schedule for one route or multiple routes, one customer or multiple customers. You can include items from customer specific pricing on the invoice based on department specific or frequency specific items.

When generating an invoice it will look at the route schedule and automatically generate invoices for those specific routes.

auto generate invoice screen

5

Invoicing from the field.

From the mobile your driver can click on the invoice list to see any pending invoices or preorders. They can also  review their route schedule and enter orders manually or view any web or pre-orders that came in.

From the invoice detail, the driver can email or call the customer prior to arrival. The driver can view any notes, scan a barcode and view items included in the order and adjust quantities. From the mobile the driver can also:

  • Add attachments.
  • Collect and process payments using integrated credit card processing and automatically post into QuickBooks.
  • Signature capture.
  • Email invoice as a pdf to the customer.
  • Flag the invoice as complete which will then appear on the desktop as complete. 
invoice details

6

Invoice Audit Trail.

The driver is geolocated on a map every time they do any transactions on the mobile device.  You will be able to see exactly where they were when they completed the invoice or did anything on the mobile.

invoice activity

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