Raise draft charges against a trip, approve them when delivery is confirmed and mark them invoiced once billed.
Delivery and Billing Reviewer records each charge against the trip with its type and amount, such as a transfer fee or an extra stop. Charges start as Draft and can be corrected while the trip runs.
When the reviewer confirms the trip's delivery evidence, the trip's draft charges are approved. The reviewer checks types and amounts as part of that decision. Charges on a trip with disputed evidence stay in draft.
The reviewer raises the invoice for approved charges in the connected accounting system.
The reviewer marks each billed charge Invoiced, so the Charge Register shows what has been billed and what is still waiting.
And how to keep it from happening.
Start free, then use Proto to change fields, steps and approvals before your team goes live.