Under the  New Billing tab , you can query tickets by a number of different search parameters and produce filtered groups of tickets to assign to a custom batch. 

Typically, this would be done on a daily or weekly basis to correspond with your organization’s customer billing cycle.

Navigate to  Billing > New Billing.

Query Tickets for New Payment

• Set the parameters at the top to view the orders and tickets you want grouped into a  Batch  to be added to a new  Hauler Pay Statement
• For each  Order , you can click on the arrow on the left of the table to drill into specific  Trucks  and view individual Tickets  and  Adjustments .
  
  • You should verify the data  and make any changes as needed. The  Edit  button at the right of the table allows you to edit Tickets directly from the New Payment screen.
  • Be advised that any changes made to Haul Rates here will also be updated on the corresponding Order.

Batching Tickets

• Once the Tickets in the New Payment query have been verified, assign them a  Batch Number  via the field at the top right of the table.
  
  • Generally, this  Batch Number  will be in a date or Region + date format. This field is limited to 10 characters.
  • For example : A batch created for a region named “West” on 10/15/2016 could be batched as W-101516. 

• Set the  Invoice  and  GL Date  (if needed) for the  Batch
  
  • The GL (General Ledger) Date is only needed if your accounting system supports secondary Invoicing dates.
• Statement Numbers are assigned automatically and sequentially  to each Hauler within the Batch
• Click  Assign  to create the  Invoice Batch.

Payment History

Once a Batch has been created, the tickets will be removed from the  New Payment  tab and placed inside a Batch in the  Payment History  section.

On the  Payment History  screen, use the parameters on the top to view individual Batches or look at everything from a specific date range to Export them or send them directly to the Hauler.

• Export/Transmit:  This method allows you to export a .CSV file of statements that can be customized and imported directly to your accounting system
• Clear:  Use this if you need to clear the batch so you can make changes and re-batch under the  New Payment  tab.
• Print:  Allows you to print a PDF copy of a selected Batch.
• Email:  You can email statements directly to Haulers.
• Before using this feature, you will need to go to  Trucks > Haulers  and edit the Hauler to add their Contact Email to their Hauler profile.

You may also  clear, print, or email individual statements  within a batch by clicking the small arrow to the left of the batch row.

FastWeigh Hauler Payable   is an optional feature add-on. To add Hauler Payable to your FastWeigh subscription, contact us today at 865-219-2980 or  support@tacinsight.com.